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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, daughter, two cats and two dogs.   

She volunteers in different capacities for different associations, service groups and charities.  She is a founding director with the North Edmonton Business Association (NEBA) - helping to create it from inception of idea in 2014 to servicing North Edmonton - North of Yellowhead Trail from North East to North West.

She enjoys being a part of the community and contributing where she can.