Education:
Bachelor of Commerce (BComm.), University of Alberta
Certified Financial Planner (CFP), FPSCC
Financial Management Advisory Designation (FMA), CSI
Fellowship of the Canadian Securities Institute, FCSI
Personal Financial Counselling Diploma, Institute of Canadian Bankers
Specialties:
► Portfolio Strategies, Retirement & Investment Planning
► Tax Advantaged Investment Strategies
► Use of Professionally Managed Accounts
Looking for Professional Investment Advice?
Building a solid, trusting, and effective relationship between you and your Investment Advisor is the platform to successful wealth management.
When you work with Loan, you are working with a professional with 14 years of experience who has developed a formula to build that relationship she will work to understand you as a client and apply her findings to counsel your wealth management needs to build security and a peace of mind. Loan will take an in depth look at your goals and what matters to you most to develop a personalized strategy that's right for you.
Working with Loan at BMO Nesbitt Burns, you will have access to a wide range of accredited wealth management services such as successful portfolio strategies, retirement and investment planning, tax advantaged investment strategies, and the use of professionally managed accounts. With a top ranked research department and a dedicated team of product specialists, you will receive high quality investment recommendations that are essential to the growth and security of your capital.
When it comes to weighing investment options, it all comes down to one thing: the right fit for you.
For a complimentary portfolio evaluation and to explore other services she can offer, please contact Loan directly: (780) 408-0030 or Loan Nguyen
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Market Watch
Last Updated
September 2, 2010 13:11 ET
Last
Change
TSX Comp
12,079.89
76.11
S&P/TSX 60
704.59
5.30
DJIA
10,275.07
5.60
S&P 500
1,083.99
3.70
NASDAQ
2,186.91
10.07
Nikkei 225
9,062.84
135.82
TSX Vent
1,524.58
6.95
Hang Seng
20,868.92
245.09
$CAD
95.0100
-0.2400
London Gold
1,248.50
2.00
WTI Oil Spot
73.91
0.00
Source: SunGard PowerData
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