Find a CEA

Since 2003, we have dedicated ourselves to helping business
of all kinds elevate the quality of their service to their age 50+ clients and customers.  We
do this by translating current research about aging into best practices for
businesses, professionals, and communities in order to transform the customer experience, community engagement and ultimately,  their own business
success.

Thousands of professionals have completed our training programs and enjoy distinction in their communities and increased business revenues.  We currently offer the Certified Professional Consultant on Aging (CPCA) designation to professionals as well as Membership in the Age-Friendly Business Alliance.

CFP CLU CHS CPCA RRC

I'm a professional in financial planning service industry since 1988. I'm specializing in life insurance, critical illness insurance, disability insurance, long term care insurance, segregated fund investment, retirement planning, personal, family and business financial planning. I'm fluent in English, Cantonese and Mandarin. I can reach at 604-377-7683 or andy.lau@canadafinancial.ca

Tim Lau demonstrates "To do or not to do"  by comparing  with specific unique calculations. Therefore the public can analyze and implement some of the solutions by themselves instead of necessarily to "buy" products. Tim also host Live YouTube and physical lectures for clients and professionals upon corporate tax strategies and estate planning which some of his episodes are free of charge for giving back to community.

Currently more focused on Estate Planning. 

Over 20 Years experience, helping clients improve their financial well-being, specializing in Estate, Retirement and Tax planning.  Located in Etobicoke at the 427 and Bloor.

As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries.  With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.

I'm here if you encounter any estate related questions/situations that you may be unsure of.  Feel free to share them with me and I promise to return with succinct and easy to understand answer. 

I look forward to connecting and helping you support the families you serve.

As an Edward Jones Financial Advisor, I take pride in accomplishing what's of utmost prominence for my community. The most rewarding aspect of my career is helping people achieve what's significant to them. Every strategy I offer and every solution I recommend is based on what's critical to you. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.

I've been employed with the largest financial institutions in Canada for over 14 years, specializing in investments and financial strategies. I worked for the Royal Bank of Canada for almost 9 years and completed my Personal Financial Planning (PFP) designation as I was growing my practice. After many successful years of being employed with large institutions, I decided that it was time to start my own business where I could provide expert advice on comprehensive wealth strategies.

I'm a lifelong student, and an avid reader. I'm always learning in order to provide the best guidance for my clients. My reading pertains to personal finance, the stock market, and history of capital markets. Outside of work, I'm also passionate about fitness and love to travel.

Being active in the community is imperative for me. While at RBC I have raised funds for JDRF.

I work closely with select families in order to determine their overall goals and set explicit targets to attain them. I can help establish the most fitting financial strategy for you and your family.

I strive to provide world class service and an in-depth financial counsel for all my clients. Feel free to contact me, so we can discuss your unique situation.

Personal profile

“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”

So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try to accomplish in my everyday living.

I enjoy being active, coaching minor hockey and having lots of giggles, laughs, hugs and kisses with family and friends.

A good relationship with an advisor can help take the complexity out investing.

Services

Investment Process

 -understanding your financial goals, obstacles and interests

Investment Beliefs

 -maintain objectivity, manage risks, and tax-smart investing

DFP

Dementia  Friendly Professional

We know, given the aging population, this will occur with some clients. Advancing age is the number one risk factor for such conditions as dementia and Alzheimer’s disease

I create a safe and trusted practice / environment to prepare my clients along with family members in dealing challenges with financial management.

At Professional Investments

"We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people."
   

I managed a discretionary portfolio strategy for my clients that now has a 16 year track record (as of Dec 2024).  Began working in the investment field in 1986, work experience includes institutional fixed income, commodity futures, portfolio strategy and investment management, and life insurance.  Have worked in Toronto, London UK ,and Vancouver where we currently have a team of 5 professionals in the Leacock Group.