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.

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Alfred Lam

Vice-président principal et directeur des placements, Gestion d’actifs multiples I GMA CI

Alfred Lam a rejoint l’équipe de conseil en placement de Gestion mondiale d’actifs CI (GMA CI) en 2004. Il participe activement à la sélection et à la supervision des gestionnaires, au développement des produits, à la répartition des actifs et à la gestion des devises des solutions gérées de GMA CI. Il dirige une équipe d’experts en placements qui surveillent les gestionnaires de portefeuille et les portefeuilles des fonds pour s’assurer qu’ils respectent leurs mandats et obtiennent les résultats escomptés. Il supervise environ 32 milliards d’actifs investis dans des solutions de portefeuille géré sur mesure* pour nos clients. Alfred était auparavant gestionnaire principal de l’équipe de gestion des placements à Placements CIBC. Il est titulaire d’un MBA de l’Université York et possède le titre d’analyste financier agréé. Alfred est membre du CFA Institute et de la Toronto CFA Society.  

* Avec l’accès à une multitude d’outils et de ressources, les conseillers Assante et leurs clients sont soutenus par l’expertise d’une équipe de gestion des investissements et d’un groupe de planification du patrimoine disponibles par le biais de notre société sœur, Gestion mondiale d’actifs CI, et Clientèle privée Assante CI, une division de CI Conseil Privé S.E.C. 

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Troy Rumpel, CFP®, CLU®

Vice-President, Estate Planning

As Vice-President of Estate Planning, Troy Rumpel is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients.
Troy provides more than 25 years of financial services industry experience with roles of increasing responsibility from advisor to regional manager to vice-president with several leading Canadian insurers prior to joining Assante in September 2004.

He has earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations and is a member of CALU, Conference for Advanced Life Underwriting.

Troy is based in Hamilton and services the province of Ontario as well as looking after the Assante Estate & Insurance Services field teams across the country.

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