Tien has been in financial services since 1989 and has a strong background in retirement and financial planning. She builds long-term relationships with her clients, who include individuals, families, business owners and corporations. She holds the Registered Retirement Consultant, Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
Tien is concerned not only with your investment, succession, tax and estate planning, but also with your life goals. To help you meet those goals, Tien will use sophisticated financial assessment and planning tools. Working closely with you, Tien will then formulate and implement a plan designed to work within your unique preferences and risk tolerance. As your needs and life evolve, she will examine your plan and identify any opportunities that may arise.
To ensure you receive fully comprehensive wealth management, Tien will leverage the expertise of her extended team of specialists, including accountants, lawyers, insurance professionals, and tax and estate experts. She will also assist with the coordination of your day-to-day banking and credit needs through her partners at RBC Royal Bank.