I am dedicated to working with you to help you achieve your financial goals. I use an established process to develop a financial strategy tailored just for you and we partner together for the long term to ensure you stay on track to meet your goals, dreams and desires.
It is important to understand your goals and the important things you value in life. From there I am able to create a "road map" to help you achieve this. A complete financial strategy looks at your short term, mid term, long term goals and most importantly your income and asset protection. These break down into topics such as major purchases, tax, retirement, estate planning, and debt control. Ensuring that your family and loved ones are protected is another important piece of the puzzle when creating your personalized comprehensive financial strategy.
I was born and raised in rural Saskatchewan and I am excited to build my practice in Saskatoon and rural areas of Saskatchewan. I completed a BA Honours at the University of Saskatchewan in Saskatoon. I built my career in the financial services industry since obtaining my degree and have been in the industry for over a decade. Continuing education to further my knowledge in the financial and investment industry in important to me. I currently hold the Fellow of Canadian Securities Institute (FCSI) and the CFP® professional designations.
I’m passionate about spending time at various lakes year round. I love open water fishing season - it's a thrill to be in the boat chasing down fish. In the fall months, I enjoy hunting wild game and in the winter I absolutely love snowmobiling, skiing, officiating hockey, and ice fishing. Other activities I enjoy include playing the piano and going to the archery range. I cherish spending time with family and friends over scrumptious meals and creating memories.
- Retirement Savings Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
Phone NumberThomas Lau at (306) 244-9788
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 02:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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