Investment Management

With our clients achieving greater success in life, the PIM program delegates highly qualified advisors like us to manage day-to-day investment decisions so that our clients have the freedom to live the life they want.

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Retirement Planning

Whether you are saving for retirement, protecting retirement savings or maximizing retirement income, we will help ensure that your retirement years are comfortable and secure.

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Business Planning

For business owners, we offer over 100 years of experience providing clients with professional advice and high quality investment solutions.

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Insurance Planning

With our insurance-based solutions, you can enhance your retirement income, protect your family’s financial security from adverse events, safeguard your business, and maximize the value of your estate for your beneficiaries.

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Estate & Wealth Protection

Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favorite charity or other beneficiary.

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Charitable Giving

Charitable and not-for-profit organizations play a pivotal role providing services integral to the Canadian experience. The Lai/Wu Wealth Management Team is committed to helping your organization provide its essential services well into the future.

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Our approach

We believe it should all start with you.

Wealth management is a comprehensive approach to help you achieve your goals in life. It gives you the confidence to make sound financial decisions, freedom to live the life you want, and provides a clear roadmap for your financial future.