Loan Nguyen, CFP, FMA, FCSI, B.Comm.
Loan Nguyen brings her clients over 26 years of financial experience 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, Loan 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 the Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations. She is working to obtain the Chartered Financial Divorce Specialist 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 Counselling Diploma with the Institute of Canadian Bankers and holds her Level II Life Insurance License with the Alberta Insurance Council. Before becoming a Wealth Advisor, Loan was a Financial Advisor at TD Canada Trust and a Financial Services Manager at BMO.
Loan has an impressive background in community leadership. She was one of the founding Director as well as serving as Executive Director & President of the North Edmonton Business Association (NEBA) for five years, assists with fundraising events in support of charities especially the Edmonton Humane Society. She is a member of the eWomenNetwork and does charitable work for families with the Edmonton Public School Board during the school year. Loan resides in Edmonton with her daughter, two dogs and one cats. Loan and her daughter loves to travel especially to Jasper, Banff and Lake Louise. Exploring and learning new things, such as learning to speak Mandarin, is a favorite reading past time for Loan.
Contact me to discuss the many ways I can help you to achieve your vision.