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.
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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.
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