Working together to help you achieve what truly matters to you
380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5Map
Lau & Gomes Family Wealth Management Group
Team
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
Vice President
Investment Advisor
Certified Retirement Specialist
Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your investment and wealth plan.
We understand what makes your situation different. We actively listen and gather in-depth information to establish a clear understanding of your goals.
We confirm with you that we're on the right track. We recap our understanding of what you told us about your life's vision and goals, to be certain that we're headed in the right direction.
We take an integrated approach. We bring in other TD specialists as required to address your investment, tax, estate, insurance, philanthropic, and business succession needs.
We implement your unique investment and wealth plan. We carry out the timely implementation of your chosen solutions, and we follow through with you to keep you informed.
We manage and review your plan on an ongoing basis. We help you adapt your investment and wealth plan as needed, to keep it flexible enough to move with you through each stage of your life.
By building a long-lasting relationship with you, we can better help you plan for the long term and manage your wealth successfully for generations to come.
With over 20 years experience in the investment industry, I have experience with both positive and negative market cycles. I work with my clients to ensure that they stay committed to their long-term strategies even when the market environment may tempt them to make decisions based on emotion. I develop relationships in a holistic manner, with clients who wish to stay involved in the selection of their investments but do not have the time, desire or expertise to do so on their own. Our relationship is based on one-on-one discussions to design and implement customized strategies to help preserve your capital and meet your investment objectives. I believe that even the most sophisticated investors can benefit from a long term plan that includes tax and estate planning strategies, to ensure you are providing a legacy for those who you truly care about.
I provide a comprehensive range of advice-based investment solutions through a fee-based approach, tax-deductible fee option solutions, as well as a broad range of insurance strategies. My typical client profile are individuals or households who wish assistance in accumulating, consolidating, preserving and eventually transitioning their family wealth. Family members are householded under a single fee structure.
My team works closely with highly qualified professionals who provide advice to our High Net Worth clients on Risk management, Tax and Estate Planning as well as Trust services for discussions on appointing executors and agent for executors. This is a complimentary part of the service that we offer.
My qualifications include: Certified Financial Planner (CFP®); Financial Management Advisor (FMA); Certified Investment Manager (CIM®); Life Insurance Advisor through TD Wealth Insurance Services and Certified Retirement Specialist (CRS)
Top
Investment Advisor
Vice President
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Education Funding
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, we have answers. Let's have a quick chat.
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