Dana Lum, PFP®

Wealth Advisor & Financial Planner

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


BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8

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.