Welcome

Education:
Bachelor of Commerce, University of Calgary
Bachelor of Science, University of Calgary

 Languages Spoken:
Cantonese

My offices are conveniently located in Grande Prairie at the
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 10 years of experience in the investment industry, Kay brings comprehensive knowledge, superior customer service and reliable investment advice to his clients.

Investment Philosophy

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:
  1. Identify your financial objectives.

  2. Financial planning using our sophisticated planning software
  3. Investment Planning - based on risk tolerance, reasonable return expectations, asset allocation and tax considerations.

  4. Monitoring - regular portfolio review and annual performance review.
By following this process it allows me to access an individual's present overall financial situation, identifies their goals and objectives, problems and possible solutions, provides and implements recommendations and also, review and update plans on regular basis.

BMO Nesbitt Burns

BMO Nesbitt Burns is one of Canada's leading full-service investment firms, employing over 4,300 investment advisors who serve the investment needs of individuals, corporations, governments and institutional clients from an extensive network of Canadian and international offices.

For private client investor, BMO Nesbitt Burns' Investment Advisors draw on the firm's 25 years of top-ranked* investment research and broad range of products and services designed to meet the specific investment needs of individual clients. BMO Nesbitt Burns' Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products (Advance, BluePrint and Quadrant Program) which offer you access to some of the top money managers in Canada, U.S. and around the world.

BMO Nesbitt Burns also offers a full range of Estate Planning** services including estate preservation, charitable giving, family trust and small business succession planning.

Direct Access to this Site at www.kaylam.ca