WHERE EVERYTHING COMES TOGETHER
ABOUT
US
Your financial life doesn’t stand still, and neither do we. Once your plan is in motion, we stay by your side to monitor progress, adjust strategies, and reassess priorities as life changes. Whether new opportunities arise or challenges appear, you’ll ALWAYS have a team that knows your story, understands your goals, and helps you navigate the next step with confidence.
YOUR TEAM
We began as a small group united by a simple belief that people deserve to be treated with integrity and respect. That belief still shapes everything we do, not just in how we serve clients, but in how we show up for one another.
We challenge each other to think more deeply, plan more strategically, and stay grounded in what matters most. We celebrate wins, support through setbacks, and bring a shared commitment to building a space where clients feel understood and supported.​ At Waypointe, culture isn’t a buzzword. It’s the foundation of trust — yours and ours.
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Co-Founder
Dickson Lau, BFA
Director l Business and Estate Planning
Jay Ding, MBA, CPFA®
Co-Founder
Sam Lau, BFA
Director of Operations
Karen Chan
MISSION & VISION
We believe in the power of values-based planning, coordinated strategy, and long-term relationships. Our mission is to guide people through life’s turning points by connecting fragmented advice into a clear and cohesive plan.
Looking ahead, our vision is to help shape a future where financial planning feels unified, intuitive, and human — giving you the clarity and confidence to move forward.
CAREER TRACKS
​Our career paths are clear, customizable, and designed to grow with the individual, whether they aspire to lead, specialize, or build a team. Grow your practice with a partner, not just a platform.
Solo Practitioner
Build your business with supported independence. You set the vision, we provide the framework.
Team Practitioner
Collaborate within a dynamic team. Leverage shared resources while growing your personal practice.
Specialist
Bring deep expertise to a broader advisory network. Focus on your niche while supporting high-impact planning.
Advisor Coach
Mentor the next generation while advancing your own growth. Guide others through experience, empathy, and insight.
Intern
Step into the industry with structure and exposure. Learn the craft, gain real-world skills, and chart your path forward.
Partner
Help shape the future of Waypointe. For seasoned professionals who want equity, legacy, and leadership.
