Lawrence Nair, CPA, CMA, MBA, CFP®*

Address:
3240 Mt. Lehman Road, Suite 201 Abbotsford, British Columbia V4X 2M9
Languages:
English
Phone:
604-700-8165
Email:

As a CERTIFIED FINANCIAL PLANNER™, I am passionate about providing holistic financial advice and building lifelong relationships with my clients. I will work with you to protect your income and assets, save for retirement and other goals, manage your income needs during retirement, and maximize your estate for your loved ones. I will take the time to listen and understand what you want to achieve. Together, we will look at the whole picture and create straightforward solutions. I offer more than twenty years of financial service expertise and am backed by the strength and stability of Sun Life Financial. If you are a business owner, I also provide group retirement plan support for both plan sponsors and plan members.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.