As your advisor, I am dedicated to providing you with practical solutions to your unique needs. I will work with you to help you get a clear picture of where you are now, and where you would like to be in the future.
For individuals
Growing and protecting the income you and your family depend on is a challenge. Whether it's through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security.
Financial planning
Investing
Life
Health
For individuals
Growing and protecting the income you and your family depend on is a challenge. Whether it's through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security.
Financial planning
Investing
Life
Health
For businesses
Businesses large and small can benefit from solutions that help protect your business and the people that work for you. Because every business is unique, plans can be tailored to suit your specific needs.
Key person protection [PDF, 2 pages, 195 kb]
Estate planning [PDF, 36 pages, 354 kb]
Corporate investment shelter [PDF, 2 pages,216 kb]
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Dale Lamb
Kelowna, British Columbia
(250) 860-6403 x2203
dale.lamb@sunlife.com
Kelowna, British Columbia
(250) 860-6403 x2203
dale.lamb@sunlife.com
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Dale Lamb Kelowna Financial Advisor
financial advisor near Kelowna, BC
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