At Vu Financial, we’re dedicated to always putting the client first. That means embracing technology for your convenience, and ensuring a painless, efficient planning process, where we do things right the first time.
Can’t meet us in person? We’ve got you covered by phone or video call
Need an insurance policy? We’ve got you covered (if you’re in BC), or we know someone that will personally take care of you.
It all starts with an unbiased Financial Plan. Built using the latest information to make accurate assessments, and always help you reach your goals
To learn more about our individually tailored Financial Plans, and how they can help you reach your goals…
Using tried and true Economic and Financial metrics, our team of experts will help you reliably plan for retirement, a home purchase, your child’s education, and much more!
To learn about our stress-free investment philosophies that will save you money, and help you grow…
A high quality financial advisor will always help you protect against risks along the way, whether it be related to your health, your wealth, your estate, or taxes
To learn more about why the majority of Canadians hold some type of insurance, and how we can help save you money…
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.
