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.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
Leave a Note
Please fill out the form below