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:
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 |