Vy Tri Truong joined Everything Financial in September 2020 as a dually licensed Associate Advisor & Mortgage Professional. He brings over 12 years experience in financial services across a wide breadth of different roles.
He first became an independent mortgage broker in 2008; however, the economic downturn forced him to take a job with ScotiaBank as a Small Business Advisor. There, he used his past business experience to guide small business owners through lending and banking solutions. Vy Tri subsequently moved to HomeEquity Bank in 2014 where he lead a team of inside sales specialists in reverse mortgage lending. He strongly feels that reverse mortgages can help senior Canadians maintain ownership of their most stable and fastest growing asset class while improving cash flow. Most recently, he helped a 50-year old private mortgage company launch a new sister company using his combined skills in process development, training, and marketing.
Peter Cishecki and the Everything Financial team first connected with Vy Tri in 2016 when he was their Business Development Consultant at Manulife Bank. Vy Tri instantly loved the Omni Formula for helping everyday Canadians attain their dreams and goals. He is a big proponent of EFG’s philosophy of results driven by guidance, performance and strategy. He enjoys financial myth-busting and educating clients on the topics of residential mortgages, commercial mortgages, and insurance to protect those assets.
Vy Tri also dabbles in the field of personal development. He has co-authored the book Introvert to Ambivert: Building People Skills for Success in Business and in Life. He also speaks on this topic and teaches a course through Fraser Valley Continuing Education. This course is currently being adapted to provide educational credits for various industry member associations.
Vy Tri is a life-long Canucks fan, a terrible beer-hockey leaguer, and a casual gamer. When not working or playing, Vy Tri enjoys some downtime with his wife and four kids in Cloverdale.