Loan Nguyen is a Wealth Advisor at BMO Private Wealth – BMO Nesbitt Burns for over 23 years.  She joined the industry in 1994 and has worked in the industry for almost 30 years.  

Her advisory services address the entire spectrum of your family and/or your business’ wealth needs, from investment management to complete and highly personalized strategic wealth planning.  Your custom-tailored, holistic wealth management strategies are based on your financial vision and will evolve as your needs change.

Working collaboratively with BMO specialists, Loan provides retirement planning to ensure a reliable income stream, tax efficiency planning, trust and estate planning for seamless wealth transfer to your heirs, insurance services to protect your family and legacy, business succession planning, and more.

Loan holds a Bachelor of Commerce from the University of Alberta, the Certified Financial Planner and Financial Management Advisor designations.  She also completed the Personal Financial Counselling Diploma and holds a Level II Life Insurance License with the Alberta Insurance Counsel.  She holds a lifetime membership with eWomenNetwork and was one of the founding members of the North Edmonton Business Association where she volunteered for 5 years as the Executive Director & President.