Chau Phung Annie Tran
Financial Security Advisor
As a Financial Security Advisor for the past 16 years, my main goal is to help you achieve financial independence through the 4 key elements, namely, cash flow (liquidity), protection, retirement and succession.
My overall approach is to understand your situation, your priorities and your goals in order to provide you with relevant advice tailored to your needs.
Your interests are paramount in my work and your satisfaction is my success.
Supporting your parent’s legacy
May 15, 2022 - Canada Life
If you find this is a dialogue your parents are avoiding, you can take the lead in initiating it...Read more
Inflation 101 – what’s inflation and what does it mean for you?
May 05, 2022 - Canada Life
Let’s take a look at some of the positive and negative aspects of inflation...Read more
The true cost of vehicle ownership—how much to budget for a car
May 01, 2022 - Canada Life
Whatever way you choose to acquire a vehicle, it’s important to stay within your budget; whether that’s for a down payment or for financing...Read more
Contact me today to learn more