Loc Nguyen

Loc Nguyen

Investment Advisor

CFP®

FCSI®

FMA

Working together to help you achieve what truly matters to you

Phone

Office

(705) 726-1542

Office Location

33 Collier Street 3rd Floor Barrie, ON L4M 1G5. map

I have been working in the financial services industry with over 27 years plus of experience helping high net worth clients achieve their financial goals.

As an Investment Advisor, my mandate is to help preserve and grow your wealth though various tailored investment solutions available at TD Wealth Private Investment Advice.  I am dedicated to providing you with exceptional client experiences and innovative financial strategies which are the key foundation of my business.  I will deliver proactive and personal advice, working closely with you and other professionals (i.e.: accountants, lawyers, insurance, estate & trust specialists) to help make key decisions about your investments in line with your financial objectives.

I hold the Certified Financial Planner (CFP®) designation awarded by FP Canada, and the Financial Management Advisor (FMA) designation and the Fellow of CSI (FCSI®) which represents the highest honour to a small number of financial services professionals awarded by the Canadian Securities Institute.

I look forward to working with you to help guide you every step of the way to make your financial dreams a reality.

Phone

Toll Free

1(833) 735-1885

Branch Phone

(705) 726-3353

Branch Fax

(705) 726-3474

Certificates

CFP®

FCSI®

FMA

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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