Dana Nguyen

Senior Wealth Advisor Assistant

Dana Nguyen has worked alongside David and Tina since 1998 and is licensed as an Investment Representative. Dana oversees all aspects of portfolio administration, and her ability to build long-term relationships through exceptional service is something all of David’s clients can attest to.

Dana is passionate about her relationships with clients and enjoys learning about their lives and milestones. Dana was an active volunteer at her children’s school, participated for many years in the Feed the Hungry program, and volunteers year-round for the Raymond James Canada Foundation. Dana and her husband have two sons, and together they enjoy traveling and discovering new adventures.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.

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Dana Nguyen

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