Dennis Lau
Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
Working together to help you achieve what truly matters to you
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Dennis graduated from York University in 1988 and received his Certified Management of Accountant designation in 1993. He gained valuable experience as a Financial Analyst in the Transportation, Financial and Pulp and Paper industries.
As an Investment Advisor, Certified Management Accountant, Certified Financial Planner and Life Agent, Dennis’s knowledge and experience enables him to offer a wide range of distinctive, professional wealth management services. These services are designed for individuals, small business owners and their families. Dennis has an outstanding commitment to his clients and is continually upgrading his professional credentials to provide a superior level of service.
As a licensed Life Agent, he is qualified to provide tax-deferral and risk-management strategies through the use of life insurance.
Outside the office, Dennis is married to Helen and adores their three children Alicia, Lauren and Nolan. Dennis enjoys playing tennis, hockey, coaching soccer and movies. He is a strong supporter of The Canadian Diabetes Association and the Princess Margaret Hospital Foundation.
Certificates
CIM®
CFP®
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Money Talk
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Money Talk
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Want to become your own boss? Here’s a self-employment starter kit
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TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
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