Financial Planning – Bobby Vu Financial Solutions

Financial Planning for Individuals (Like You)

Helping the individual is what we’re all about at Vu Financial. Individual clients, individual plans, and now… individual options for pricing.

You see, we separate ourselves from the industry by giving you a choice of how you choose to pay your individual financial advisor.

Long gone are the days of you taking your hard earned money to the bank, and not knowing where it’s going.

Above all else, we aspire to, and consistently uphold complete transparency with our clients when it comes to fees, pricing, and most importantly…

Where your money is going.

Project Based

Best for “plan focused” clients, looking to evaluate their current situation, and make guided, calculated steps to improve their financial lives
Typically meet 2 – 3 times during the planning process
Open correspondence during the planning process

Time Based

Best for client’s looking to ask questions, seek advice, or solve a specific problem
Typical meetings last 1-2 hours
Hourly fees can be used toward the cost of a financial project, if purchased within 60 days of meeting

The True Value of a Financial Advisor

Reach Your Goals

Canadians who work with an independent financial advisor are significantly more likely to reach their personal and professional goals.

With More Money

On average, Canadians who work with a financial advisor retire with more money in their portfolio than their friends, neighbours, and colleagues who choose to do it themselves (...also known as "winging it")

and Peace of Mind

Everyone, everywhere sleeps infinitely better when they know their financial future is being taken care of by a trusted professional. Why not give yourself that piece of mind starting today?

Don't Gamble on Your Financial Future

Book your Risk-Free time with us to learn more about how

Bobby Vu will help you reach your goals on your terms

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.