Our Team

Loan Nguyen brings over 30 years of financial experience to her clients and the attentive care that comes from working with a truly dedicated people person. Born in Vietnam, Loan moved to Edmonton at the age of nine and discovered snow for the first time. Inspired by her parents’ discipline and entrepreneurial spirit, she has built her business through astute financial planning and her passion for helping people to live a balanced, healthy life.

Loan holds a Bachelor of Commerce from the University of Alberta and has earned the Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations. She is currently pursuing the Chartered Financial Divorce Specialist designation through the Academy of Financial Divorce Specialists. Loan is a licensed Financial Planner and a Fellow of the Canadian Securities Institute (FCSI®). She has completed the Personal Financial Counseling Diploma with the Institute of Canadian Bankers and holds a Level II Life Insurance License with the Alberta Insurance Council. Prior to becoming a Wealth Advisor, Loan worked as a Financial Advisor at TD Canada Trust and a Financial Services Manager at BMO.

Loan has an impressive background in community leadership. She was a founding Director and served as Executive Director and President of the North Edmonton Business Association (NEBA) for five years, assisting with fundraising events in support of charities like the Edmonton Humane Society. She is a member of the eWomenNetwork and contributes to programs supporting families within the Edmonton Public School Board. S resides in Edmonton with her family, two dogs and one cat. Loan and her family love to travel, especially to Jasper, Banff and Lake Louise.  She has a passion for continuous learning, including exploring new languages and reading.

Contact me to discuss the many ways I can help you to achieve your vision.

Kim Nguyen brings a client-focused approach and strong attention to detail to her role in wealth management. Known for her ability to build trust and communicate clearly, Kim is dedicated to supporting both advisors and clients with a high level of care and professionalism.

Before entering wealth management, Kim worked as an Immigration Consultant, where she guided clients through complex regulatory processes and important life transitions. This experience strengthened her ability to simplify technical information, manage detailed documentation, and provide thoughtful, empathetic support. She now applies these skills to delivering a seamless and responsive client experience.

Kim excels in client service, account administration, and workflow coordination, helping ensure accuracy, efficiency, and compliance in every interaction. Her proactive mindset and strong organizational skills allow her to anticipate client needs and support advisors effectively.

Based in Edmonton, Kim values continuous learning and takes pride in contributing to a collaborative, client-first environment.