The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

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.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Albert Lai CFP, FCSI, FMA

Financial Planning Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

6980 Maritz Drive Unit # 15
Mississauga, Ontario
L5W 1Z3 Canada