Joey Lam

Joey is a born and raised Calgarian, watching the city grow and expand, remembering as a child the 88’ Winter Olympics, and the Flames winning the Stanley Cup in 89’. Fast forward to today, he loves a good game of golf, spending quality time with friends and family, and mountain biking with his three kids. He believes in paying it forward, making a difference, and living an impactful life. 

He's had an interest in wealth management from an early age and earned a bachelor’s degree in management with a focus on finance from the University of Lethbridge. From there, he worked with some of Canada’s largest financial institutions gaining valuable experience along the way specializing in investment management, health insurance underwriting, and wealth & estate planning. 

Now his focus is on holistic planning by putting everything together in easy-to-understand financial plans for Canadians age 50+ with a specialty in retirement income planning. "I know that investing can be frustrating and even frightening at times, so my goal is to help create strong, sustainable, and lasting retirement income for my clients." 

Specialty: Retirement Income Planning, Investment Management, Insurance Optimization.

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