The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

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.

Recent Posts

Inflation Is Not the Only Challenge

May 02, 2022

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

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Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

Mar 23, 2022

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

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Concerned about inflation?

Mar 15, 2022

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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Lawrence Fok FMA, CFP, CIM, FCSI

FINANCIAL PLANNING ADVISOR
INSURANCE PLANNING ADVISOR

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

3601 Highway 7 East Suite 303
Markham, Ontario
L3R 0M3 Canada