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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

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
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Dana Lum, PFP®

Wealth Advisor, Financial Planner
Tel: 905-897-5790
Fax: 905-897-5229
Toll Free: 1-800-387-9314

Email: danalum@nbpcd.com
Connect with me on LinkedIn
 

Dana has worked in the financial industry for over 20 years specializing in the preparation of financial and estate plans as well as providing investment solutions for high net worth individuals and small business owners. She focuses on building lifestyle strategies and preserving wealth.

She is a PROFESSIONAL FINANCIAL PLANNER® and has worked extensively in a variety of roles including that of Trust Officer, prior to joining BMO. Dana is married and has two sons. Her hobbies include golfing, skiing and yoga.

  

Kathleen Fillier-Glasgow 

Administrative Assistant

Tel: 905-897-5520
Fax: 905-897-5229
Toll Free: 1-800-387-9314

Email: kathleen.fillierglasgow@nbpcd.com

Over the last 28 years Kathleen has worked in a variety of roles in the Financial Services Industry.  She most recently owned her own investments and insurance business where she helped her clients to manage the investment and insurance aspect of their finances.

Kathleen’s positive and engaging attitude combined with her extensive experience makes her a valued member of the Dana Lum & Associates Wealth Advisory team.  She is the main point of contact for any administrative issues and you can expect to receive timely and accurate information and services.

Kathleen and her husband Brian live in Oakville with their dog Polo.  Kathleen enjoys long walks with her dog and spending time with her grandson.  Kathleen and Brian support various local charities and are actively involved in fundraising for the Crohn’s and Colitis Foundation in which they partake in the “Gusty Walk” fundraiser.