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.
Lessons from March’s Bank Run
Apr 26, 2023
How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....Read more
Fixed Income Commentary
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How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....Read more
Help your child purchase a home with an FHSA
Mar 15, 2023
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....Read more
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