Alex Lau

Alex Lau

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(519) 640-8501

Office Location

380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5. map

Why I do what I do

To be entrusted with the responsibility of guiding clients towards their wealth planning destination is perhaps one of the most challenging and yet rewarding experiences.

When growing up, I realized very quickly that regardless of education and economic background, money is not a topic that was widely discussed within family or personal relationships. Our education system produced doctors, engineers, lawyers and other professions that teach people how to earn a living yet very little was taught as to how personal finance – specifically how money works.  As a result, I witnessed many smart and hardworking people making financial mistakes or trust the wrong people with their finances. This has led to lifelong passion and mission of helping others realize their financial security.

How do we do what we do?

Our advisory team consists of Investment Advisors who engage with TD specialists such as Financial Planners, Private Bankers, as well as Estate Planning specialists. We work with families, business owners and organizations to create a financial road map and guide them step by step towards their financial goals.

Our connections to the community …

I support local and global organizations that make a positive impact in the world we live in. It's with that spirit that we support charitable organizations in the London community as well as global non-governmental organizations.

I have volunteered and served on numerous Boards and committees locally and with overseas missions. Outside of my business, my family and I enjoy travelling and culinary experiences.

Phone

Toll Free

(800) 846-5836

Fax

(519) 640-8552

Branch Phone

(519) 640-8530

Branch Fax

(519) 640-8552

Languages

English

Chinese

Mandarin

Ukrainian

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

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.