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 two 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.
Shawna Albornoz, MTI, TEP
Vice President, Trust Services, BMO Trust Company
Shawna Albornoz is the Vice President of Trust Services (Prairies) with BMO Trust Company, the fiduciary arm of the BMO Financial Group. Shawna has been in the Estate and Trust Industry since 2001 and she has administered over 130 Estate, Trust, Power of Attorney, and charitable foundation accounts during her career.
Through her experience as a corporate Executor and Trustee for high net worth clients, she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation and deal with all fiduciary responsibilities. Shawna holds her MTI designation from the Canadian Securities Institute, she is a member of The Society of Estate and Trust Practitioners (STEP), an international professional organization dedicated to promoting financial and estate planning considerations between generations and is a member of the Calgary Estate Planning Council (EPC).
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Nina has been in the business since 2005, joining BMO Estate Insurance Advisory Services in 2015. With an entrepreneurial background in running businesses since 2001, Nina knows not only what it takes to build and grow a business, but has also experienced firsthand the financial hardships that occur when a family member or business partner suffers from sickness or dies prematurely.
Nina will discuss your needs with your Investment Advisor and will develop an estate plan that complements your current financial situation and communicates your wishes for the future. She will show you how an insurance strategy can preserve or enhance your estate, provide protection and risk management solutions in the event of critical illness or disability, and look after your family in the event of your untimely death.
Mo Zhou, FMA, CIM
Director Wealth Planning, BMO Wealth Planning
Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.