Thanh Truong, CIM®

Thanh Truong began her career in financial services in 1999 and brings extensive experience across investment management, private wealth, insurance, operations, compliance, and advisor transitions.

Thanh plays a key role in the firm’s operations and the seamless transition of advisors and clients. She works closely with advisors and internal teams to coordinate complex processes while maintaining a high standard of service and compliance.

Thanh holds the Chartered Investment Manager (CIM®) designation, is life Insurance licensed and has completed the Partners, Directors and Senior Officers (PDO) courses.

Known for her attention to detail, sound judgment, and collaborative approach, Thanh is a trusted resource to clients, advisors, and colleagues.

Outside of work, Thanh is the proud mother of three children and enjoys maintaining a healthy, balanced lifestyle.