Education: My offices are conveniently located in Grande Prairie at the
Bachelor of Commerce, University of Calgary
Bachelor of Science, University of Calgary
BMO Bank of Montreal Branch at
10705 West Side Drive| Grande Prairie | AB | T8V 8E6 |
Kay Lam, Investment Advisor
Kay is a graduate of The University of Calgary with a Bachelor of Science and Bachelor of Commerce degree. With over 20 years of experience in the investment industry, Kay brings comprehensive knowledge, superior customer service and reliable investment advice to his clients.
Trust, Integrity and Service
My objective is to develop long-term relationships with my clients that are based on these principles.
Investment Planning Process
Many financial activities in life concern us all: adequate income for retirement, minimizing taxes, preservation and growth of capital. My investment planning process involves:
Identify your financial objectives.
Financial planning using our sophisticated planning software.
Investment Planning - based on risk tolerance, reasonable return expectations, asset allocation and tax considerations.
Monitoring - regular portfolio review and annual performance review.
Following this process allows me to access an individual's present overall financial situation, identify their goals and objectives, problems and possible solutions, provide and implement recommendations, as well as review and update plans on regular basis.
Direct Access to this Site at www.kaylam.ca