Khoa moved from Ottawa to Fort McMurray in 2008 and now proudly calls Fort McMurray home. Impressed with what Fort McMurray had to offer, he decided to put down his roots in the community, and started a family with his wife, Thu Tran, who works as a dental hygienist in a local dental practice. They now have two children, Ashton and Mia, who were both born in Fort McMurray. Khoa strongly believes in giving back to the community that he lives in, and does charity work with both the local Knights of Columbus, as well as, the Kinsmen Club of Fort McMurray.
He currently works with, and advises numerous high net worth families in the Fort McMurray area for almost 15 years. Khoa specializes in helping oil & gas sector employees, small business owners and professionals. Khoa graduated from Algonquin College with his Business Administration – Finance Diploma. Khoa has also earned both his Certified Financial Planner (CFP) and Charted Investment management (CIM) designations. He has become a local authority in creating comprehensive financial plans and investment strategies for his clients, building client portfolios for investments, taxation reduction, retirement, risk management, and income planning.
Khoa believes in building trust, listening, and understanding his clients' goals so he can create a holistic and comprehensive financial plan for each. He understands that every person has different needs, so everyone's plan must be unique to them. Khoa works with clients in every stage of their lives, and understands that goals and needs change as our lives change.
Khoa looks forward to working with you in developing a personalized investment plan. Get in touch with him to start your wealth building journey.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.