Our Advisors

Frederick Lau BA, CFP, CFA
Professional experience since 1997

Contact: 604.218.2299

Email: flau@allegiancewm.com

Specialization:

  • Investment planning and management
  • Retirement income planning
  • Risk management for individuals and families
  • Benefits and pension planning for business owners & executives

Frederick has been a practitioner in the financial services industry since 1997, specializing in investment management, pension, and retirement planning for professionals and business owners. He is also an educator in the subject of financial planning as he frequently provides workshops and seminars to employees of business corporations, members of various professional associations, and community groups.

Frederick previously worked as a consultant at one of the largest financial institutions in Canada to assist financial advisors and their clients in the areas of investment and financial planning. With his extensive experience and knowledge, he has helped many individuals in accumulating and managing wealth.

Frederick graduated from the University of British Columbia with a Bachelor degree in Economics. He is a lifelong learner in the financial services industry and currently holds the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) designation. Frederick is very involved in financial planning community as he volunteers as speaker, exam grader, and trainer in various institutions and associations. He is a member of Advocis – The Financial Advisors Association of Canada. Frederick also actively participates in teaching with Junior Achievements of Canada, educating many youths about personal finances and career planning.