Anna (Shenghong) Dai
Anna (Shenghong) Dai, CFP, MBA
Wealth Advisor
Vancity/Credential Securities
Richmond, Vancouver Chinatown
Contact
Phone 604.709.5838
anna_dai@vancity.com
Anna has over 15 years of experience in the financial services industry and has spent the majority of that time with Vancity. Her education includes:
- Certified Financial Planner (CFP)
- Master of Business Administration, California State University, Los Angeles
- Associate Certificate in Financial Planning, BCIT
- Canadian Securities Course, CSI, Award of Excellence, Top one percent
- Bachelor of Art, China.
Anna lives with her husband Ralph, daughter Julia and son Brian in sunny Steveston. Spending her free time with friends and family, Anna tries to include Brian and Julia in as many activities as possible. SheÂs often found walking, biking or running along the dyke with her husband and children. Anna is also an avid reader.
IIROC Advisor Report
*Credential disclosure and mutual funds disclaimer.
*Mutual funds, other securities and securities related to financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
