Alex Lau
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Our team's wealth planning process is comprehensive and yet easy to understand. By working with other trusted professional advisors, we address the full scope of investment, retirement, taxation and estate planning strategies. Having a personalized plan is only the first step. Working in collaboration with other professionals, we seek to properly execute your personalized strategy to help you achieve your desired goals.
We believe in building one on one relationships with our clients, based on trust, open communication and full transparency in everything that we do. This has been evident as the majority of our new clients have been referred to us by our existing client families and other trusted professionals. In addition to holding a Bachelor of Business Administration degree; I have over 20 years of experience providing wealth management solutions to families and business owners.
Outside of my practice, I am an avid volunteer and supporter of several charitable organizations in the London community as well as in overseas development projects. I welcome the opportunity to have a life discovery discussion with you to determine if we can collaborate together to help you achieve your ultimate peace of mind.
Phone
Fax
(519) 640-8552
Languages
English
Chinese
Mandarin
Ukrainian
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Asian Segment
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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