Senior Wealth Advisor
Craig began his career advising clients in Western Canada in 1990, with what is now Assante Capital Management Ltd. During that time, he was also seconded periodically to Canadians Resident Abroad. In that role he assisted Canadian expatriates living throughout Australasia with residency, taxation, investment, risk management and estate planning matters from a financial planning perspective.
After moving to Australia in 2006, Craig worked with two financial advice firms before founding Prairie Heritage Wealth Management Pty Ltd in 2011. Craig was delighted to join his operations with Oreana Financial in 2020 as both groups share a likeminded mission to help ‘simplify and enhance the lives’ of domestic Australians and expatriate Canadians resident in Australia.
Your values, and what is important about money to you, remain the focus of Craig’s practice philosophy. It is the combination of this philosophy and his unique mix of international experience, financial sophistication and down-to-earth sensibilities that allow him to provide a safe harbour for his clients in all things financial.
Craig Lasby BA, holds an Australian Advanced Diploma in Financial Planning and is a Canadian Certified Financial Planner.