What makes Vu Financial Unique?

One of my first mentors said to me: “It’s not how you start, it’s how you finish”.

Well..

My journey started as a 2 year old escaping Vietnam with my family back in 1981.

My parents landed in Canada with four kids.

Which… is four more words than they knew in English.

But,

Fast forward 11 years, and they bought their first home. Canadian dream of home ownership… check.

Fast forward 12 more years, and they bought their second home.

Ten years later, they retired successfully.

How did they do it?

Growing up, two things they wanted to (and did successfully) instill in me was that…

One, you MUST get an education

And two, always work hard for what you believe in.

What they didn’t realize… Was the third thing they instilled in me…

Courage.

And I used that courage to change.

After going to University, I started my journey as a Financial advisor back in 2006.

And before you ask… Yes. I remember the crisis in 2008.

The takeaway from all of that was… You must pivot to survive.

Or, like I’d gathered from my parents, you must have the courage to change.

Personally, this meant pivoting from one of Canada’s largest banks, to a major insurance carrier in 2011.

And a few years later, once I learned how much more I could be doing for my clients and loved ones, I made my final pivot to operating as an independent financial advisor.

An advisor for the people, if you will.

But enough about me.

Where am I going with this…

My parents went about their financial life blindly trusting many different people.

Fortunately, they landed on their feet.

But…

You and I both know, that’s not always how that story goes.

My life philosophy is that, alone we can do so little; together we can do so much.

It takes a bright, inspired team, and trust for one another to make it work.

I trust that you’re here to explore.

My hope is, that you’re inspired.

And that, you have the courage to explore something different.

To ask questions…

See what’s out there…

…and discover a new way of taking care of your money.

Maybe that’s with us.

I know Vu Financial will help you pay less in fees and keep more of your hard earned dollars.

And I know that if my parents had had the long lasting support of someone like Vu Financial on their journey, they would be 2 times, 3 times, or even more times wealthier in their retirement.

Imagine how much more they could do for their family, their community, and themselves…

But today, I’m here to empower you.

You have the choice.

If you want a trusting relationship that will give you peace of mind at night, and confidence with your money decisions, short term and long…

I would love to be a part of your team and continue this journey, together.

Let's Do This Together!

I’m looking forward to working with you on the next stage of your financial journey


Your Financial Advisor (and new team-mate) – Bobby

Bobby Vu provides Investment and Financial Planning services across Canada by phone, video call, and in person at his office in Victoria, BC.

Bobby Vu is licensed to provide Insurance services in British Columbia, Canada.