Albert Lai, CFP, FCSI, FMA
Financial Planning Advisor
Albert joined Assante Financial Management in February 1997 as a Financial Analyst and was promoted to Branch Manager in 2001.
Albert graduated from the University of Toronto and has over 17 years of investment and financial planning experience. He holds the Certified Financial Planner designation and also the Financial Management Advisor designation. In 2007, he was awarded the distinction of Fellow of Canadian Securities Institute, the highest honour and most senior credential in Canadian financial services.
Albert is also a member of the Financial Planners Standards Council and the Canadian Securities Institute, and is insurance licensed.
As a Financial Planning Advisor, Albert takes an integrated approach to financial planning, providing simplicity, clarity, and total financial health management. His comprehensive review process includes tax and investment planning, risk and insurance management, estate, education and life planning.
Albert works with his team of lawyers, accountants and estate specialist to identify opportunities and strategies to help clients achieve their goals and objectives. Albert brings knowledge, experience and resources together with ethics and integrity.
Albert also authored a comprehensive financial planning software in 2003, and lectured in areas of effective financial planning.
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
In the world of investing, time is your friend
Sep 15, 2022
Market downturns and recoveries are easier to handle when you look at the long term—and at the silver lining....Read more
Ever get emotional about your investments?
Sep 15, 2022
Often, it’s okay to follow our emotions—but not when it comes to investing. See why our emotions tempt us to do the opposite of what’s best for us....Read more
Leave a Note
Please fill out the form below