{"id":351,"date":"2021-09-27T12:18:17","date_gmt":"2021-09-27T16:18:17","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=351"},"modified":"2026-10-08T16:50:46","modified_gmt":"2026-10-08T20:50:46","slug":"thanh-truong","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/team\/thanh-truong\/","title":{"rendered":"Thanh\u00a0Truong, CIM\u00ae"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#09131E&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;rgba(9,19,30,0.85) 0%|rgba(9,19,30,0.85) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(9,19,30,0.85)&#8221; background_color_gradient_end=&#8221;rgba(9,19,30,0.85)&#8221; background_image=&#8221;https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/09\/financial-charts-background.jpg&#8221; custom_margin=&#8221;||||false|false&#8221; 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_module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;none&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;fea687a8-ee18-4e3d-8a22-f8632c6d89c1&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>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.<\/p>\n<p>Thanh plays a key role in the firm\u2019s 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.<\/p>\n<p>Thanh holds the Chartered Investment Manager (CIM\u00ae) designation, is life Insurance licensed and has completed the Partners, Directors and Senior Officers (PDO) courses.<\/p>\n<p>Known for her attention to detail, sound judgment, and collaborative approach, Thanh is a trusted resource to clients, advisors, and colleagues.<\/p>\n<p>Outside of work, Thanh is the proud mother of three children and enjoys maintaining a healthy, balanced lifestyle.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Email&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;b18aa299-c1f5-4ae3-b770-57d8a90417d6&#8243; body_text_color=&#8221;#000000&#8243; background_color=&#8221;#F7F7F7&#8243; text_orientation=&#8221;center&#8221; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;15px|30px|15px|30px|false|false&#8221; link_option_url=&#8221;mailto:Lewis@RosenGroup.ca&#8221; global_colors_info=&#8221;{}&#8221; body_text_color__hover=&#8221;#666666&#8243; background__hover_enabled=&#8221;on|hover&#8221; background_color__hover=&#8221;#eeeeee&#8221; background_enable_color__hover=&#8221;on&#8221;]<\/p>\n<p>Thanh.Truong@RosenGroup.ca<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Montreal&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;b18aa299-c1f5-4ae3-b770-57d8a90417d6&#8243; body_text_color=&#8221;#000000&#8243; background_color=&#8221;#F7F7F7&#8243; text_orientation=&#8221;center&#8221; custom_margin=&#8221;8px||0px||false|false&#8221; custom_padding=&#8221;15px|30px|15px|30px|false|false&#8221; link_option_url=&#8221;tel:+15147825981&#8243; global_colors_info=&#8221;{}&#8221; body_text_color__hover=&#8221;#666666&#8243; background__hover_enabled=&#8221;on|hover&#8221; background_color__hover=&#8221;#eeeeee&#8221; background_enable_color__hover=&#8221;on&#8221;]<\/p>\n<h5>Pointe-Claire Office<\/h5>\n<p>514-782-5981<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Toronto &#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;b18aa299-c1f5-4ae3-b770-57d8a90417d6&#8243; body_text_color=&#8221;#000000&#8243; background_color=&#8221;#F7F7F7&#8243; text_orientation=&#8221;center&#8221; custom_margin=&#8221;8px||8px||false|false&#8221; custom_padding=&#8221;15px|30px|15px|30px|false|false&#8221; link_option_url=&#8221;tel:+14167777176&#8243; global_colors_info=&#8221;{}&#8221; body_text_color__hover=&#8221;#666666&#8243; background__hover_enabled=&#8221;on|hover&#8221; background_color__hover=&#8221;#eeeeee&#8221; background_enable_color__hover=&#8221;on&#8221;]<\/p>\n<h5>Yorkville Office<\/h5>\n<p>416-777-7176<\/p>\n<p>[\/et_pb_blurb][et_pb_image src=&#8221;https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/03\/thanh-truong_qr-code.png&#8221; 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Thanh plays a key role in the firm\u2019s 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\u00ae) 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.Thanh.Truong@RosenGroup.caPointe-Claire Office 514-782-5981Yorkville Office 416-777-7176Hold your smartphone over the QR Code to download Thanh\u2019s virtual business card<div class=\"et_pb_module dsm_typing_effect dsm_typing_effect_0 et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<h2 class=\"dsm-typing-effect et_pb_module_header\" aria-label=\"yourself. your future.\"><span class=\"dsm-before-typing-effect\">Investir en <\/span> <span class=\"dsm-typing-wrapper\"><span class=\"dsm-typing-strings\">yourself. your future.<\/span><span class=\"dsm-typing\" aria-hidden=\"true\" data-dsm-typing-cursor=\"| \" data-dsm-typing-strings=\"yourself.|your future.\" data-dsm-typing-speed=\"50ms\" data-dsm-typing-backspeed=\"50ms\" data-dsm-typing-backdelay=\"3000ms\" 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