Meet our Investment Professional

Meet one of our Investment Professionals.
Phi Hoang and our other Wealth Management professionals are here to help. We’ll meet with you to learn about your needs, your hopes and your goals. We’re here to help you get the most of where you are today and, build on that success tomorrow.

Phi Hoang

Phi Hoang

Phi Hoang CFP®, CIM®, RIS, BA
Certified Financial Planner® Professional
Mutual Fund Investment Specialist
Credential Asset Management

Favorite part of being an Investment Professional

Getting to know people on a personal level and knowing that you are making a positive impact in someone's life by being able to find solutions and guiding them through their life stages.

Your approach to providing advice

I strongly believe in working closely with members to understand what’s important to them. Everyone has different objectives so a customized tailored plan is crucial. I'm here to listen and create a plan that serves you.

When I’m not working, I enjoy…

Learning and being active.  You can catch me at the library one day and riding my bike the next.  I'm also working on improving my culinary skills so you'll often find me in the kitchen.

Years in industry

Since 2007

Languages spoken

English and Cantonese

Locations served

Vancouver, Surrey, Coquitlam, Burnaby, New Westminster, Victoria

Wealth Management Tip

Investment plans and goal setting can be made simple.  By taking small steps today, big strides can be made toward achieving your goals.  Let's have a conversation and see how we can get started!

Contact Phi:

Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.


Want to talk?

Request a call from one of our experienced Investment Professionals.