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Dana Lum, PFP®

Wealth Advisor & Financial Planner

Tel: 905-897-5790
Toll Free: 800-387-9314

Dana Lum, PFP®
Kathleen Fillier-Glasgow

50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2

Contact Us

Your future financial success is created out of the choices you make today. We focus on creating and building relationships, not just portfolios.

We work with small business owners, retirees, women and inter-generational families.

The benefits of life insurance for business owners

This video illustrates the potential value in purchasing a life insurance policy for your business or corporation.