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.
Five ways you can spend less on entertainment
Jun 15, 2022 - Canada Life
To help you stay on budget while still doing the things you enjoy, check out these tips...Read more
May 2022 market update
Jun 07, 2022 - Canada Life Investment Management Ltd.
Canadians aren’t just having a difficult time at the pumps. Read our monthly update to find out what’s been moving markets...Read more
Financial planning for LGBTQ+ families
Jun 01, 2022 - Canada Life
From financial planning to estate planning, there are many aspects to financial wellness that are unique to LGBTQ+ individuals, partnerships and families. Here are some considerations for your individual LGBTQ+ financial planning...Read more
Contact me today to learn more