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Loc Nguyen

Investment Advisor

  • CFP®
  • FCSI®
  • FMA

Working together to help you achieve what truly matters to you

I have been working in the financial services industry since 1996, with a focus on fostering strong client relationships and helping customers achieve their financial goals.

I  hold  a Bachelor  of Arts  degree  in  Economics  Laurentian  University.  I also  hold  a Certified  Financial  Planner  designation  awarded  by  FP  Canada,  as  well  as  the  Fellow  of  CSI  (FCSI)  and  Financial Management  Advisor  (FMA)  designations  awarded  by the CSI.

I  look  forward  to  working  with  you every  step  of  the  way  to  achieve  your financial  goals.

ADDITIONAL CONTACT

Toll Free: 1(833) 735-1885
Branch Office: (705) 726-3353
Branch Fax: (705) 726-3474

Helping you achieve your vision of success

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

The Value of Advice
Markets Insight June 2022
The Power of Staying Invested
Risk of Emotional Investing
Bad Headlines Triggers Uncertainty
Tax Planning for Individuals 2021 - 2022

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You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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