Michelle Tran


Conseiller en gestion de patrimoine principal

Michelle has built and developed her professional career – with over two decades in financial services. Much of that time has been spent working closely with Canadian physicians and their families. Knowledgeable and detail-oriented, she consistently delivers tailored planning solutions that have exceeded her clients’ expectations.

Michelle earned a Bachelor of Administration in Business from the University of Ottawa, holds a CERTIFIED FINANCIAL PLANNER designation, and is also working towards her Trust and Estate Practitioner designation.

Clients looking for a professional who can navigate this fast-paced industry need not look any further. Michelle guarantees breadth and depth when it comes to providing comprehensive advice you can trust.

Away from work, Michelle enjoys hiking, cooking, a good book, and volunteering when and where she can.

Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.

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