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 (More details under
Publications)
Loan is an Investment Advisor and Financial Planner at BMO Nesbitt Burns with over 13 years of financial industry experience. Her office is located inside BMO Bank of Montreal, Londonderry Mall Branch.
She has achieved a number of industry designations, including the Financial Management Advisor (FMA) and the Certified Financial Planner (CFP). Loan is also a licensed Financial Planner, and a Fellow of the Canadian Securities Institute (FCSI).
Representing individual integrity and supreme professionalism, the FCSI designation is reserved for financial service professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.
Loan’s Priority
To help you optimize the way your wealth is managed.
Loan's Philosophy
Loan firmly believes that your interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar-cost-averaging to take advantage of market volatility and potentially increase returns.
Working closely with you, Loan formulates a customized investment strategy designed to help improve your portfolio's return, while keeping risk at an acceptable level.
Beginning with a questionnaire, your long term objectives are established and clearly defined in a written investment policy statement, which becomes the basis of your ideal asset mix. Whether you are a conservative, income-oriented investor, or growth-oriented investor, Loan will design an investment strategy that best fits your needs and objectives.
More about Loan
As an additional service to BMO Financial Group, Loan works with clients who have been referred by BMO Branch Managers and Personal Bankers for investment advice and services. In particular, she works with Londonderry and White Oaks bank branches.
Contact Loan for a complimentary portfolio evaluation and review of your financial plan and to explore other services she can offer. Alternatively, you can also contact her assistant, Pamela Choi at (780) 945-5236 or pamela.choi@nbpcd.com
Working with BMO Bank of Montreal Branches.
Loan is available to meet by appointment at:
BMO Bank of Montreal L52 Londonderry Mall Branch 137 Ave & 66 St Branch Manager: Fiona Nicolson 408-0045 Financial Services Manager: Colin Lechelt 408-0050 or Tony Carrozza 408-0196
BMO Bank of Montreal White Oaks Branch 12240 137 Ave Branch Manager: Gladys Balcarce 408-0575 Financial Services Coordinator: Rima Najmeddine 408-0295
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
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.
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