Introducing Remi Tran

Successful investment and financial planning starts with a game plan. Each investor has unique needs and financial goals; my commitment to you is to provide trustworthy and honest advice. I consider all relevant aspects of your financial situation and build your portfolio for upside potential and downside protection in today's markets.

I take pride in building strong lasting relationships with my clients. During our initial meeting, we will define your personal and financial goals, needs and priorities. Once a decision is made and implemented, regular monitoring and meetings will help tackle life's unpredictable events and will help keep you on your path to financial security.

Our wealth management team provides the following expertise:

  • Investment Planning
  • Building and Preserving Wealth
  • Retirement and Estate Planning
  • Insurance Solutions

I chose Raymond James because it shares my philosophy and strong commitment to client satisfaction and appreciation. The firm has consistently been in the top tier among full service brokerage firms in Canada.

The Comox Valley has been my home for the last 40 years. My wife Shannon and I are proud to raise our two children here and be part of an amazing community. I welcome the opportunity to help you reach your financial goals.

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

remi tran
Remi Tran
Financial Advisor

Raymond James Ltd.

Our History

06/10/2018
Niches

Our Accolades

06/07/2018
Helping you manage your financial success
Niches

Life Well Planned

06/06/2018
Helping you establish and oversee a variety of plans
Niches

About Raymond James

06/05/2018
Trusted and comprehensive guidance to support your needs and corp...
Niches

Investment Strategy

06/04/2018
Trusted and comprehensive guidance to support your needs and corp...
Niches