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.
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....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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