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About Me

Loan graduated from the University of Alberta in 1995 with a Bachelor of Commerce (BComm) degree. She has continued her education by completing many industry courses to keep up to date and better service her clients. These include Financial Management Advisor (FMA) and the CERTIFIED FINANCIAL PLANNER® professional designation. Loan is also a Financial Planner and a Fellow of the Canadian Securities Institute (FCSI).  She also completed the Personal Financial Counselling Diploma.  

Loan lives in Edmonton with her husband and daughter, volunteering in different capacities for different associations, service groups and charities.  She enjoys being a part of the community and contributing where she can.