Lawrence Fok, FMA, CFP, CIM, FCSI
FINANCIAL PLANNING ADVISOR
INSURANCE PLANNING ADVISOR
With over 20 years of experience in the financial services industry, Lawrence has been helping clients achieve their financial and lifestyle goals. As an advisor with Assante Capital Management Ltd., he co-ordinates and manages their evolving needs. In addition to his own expertise and knowledge, Lawrence works with a team of specialists to help his clients achieve an integrated wealth management strategy that extends beyond traditional financial and estate planning.
Lawrence holds a BA from York University; he specialized in Mathematics for Commerce. He believes in continually improving his education to better serve his clients. By earning industry designations, he is committed to exceptional levels of professionalism and adheres to internationally recognized standards of competence and ethical practice. He has developed the knowledge and skills to help maximize potential returns, and to direct and communicate investment services and strategies to his clients. Lawrence’s designations include: Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Financial Management Advisor (FMA) and Fellow of Canadian Securities Industry (FCSI).
Lawrence is excited to be in the industry and working as a financial planner. He enjoys working with clients to help them make smart decisions on financial and life goals, and invest their money on a strategic and disciplined level. Lawrence’s clients enjoy ongoing professional advice and counseling to achieve their long-term objectives.
On the Edge of Recession
Jan 25, 2023
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country....Read more
Multi-Asset 2023 Year Ahead Outlook
Dec 22, 2022
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....Read more
Should market conditions affect how you invest?
Dec 15, 2022
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...Read more
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