Kelvin Lam, CFP®,CLU®

Insurance Advisor at Ly & Associates Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Full professional proficiency
  • Cantonese Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Chartered Life Underwriter
    The Institute for Advance Financial Education
    Nov, 2021
    - Nov, 2024
  • Certified Financial Planner (CFP)
    Financial Planning Standards Council (FPSC)
    Jan, 2011
    - Nov, 2024

Experience

  • Ly & Associates Financial Group
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Insurance Advisor
      • Nov 2018 - Present

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Planner, RBC Financial Planning
      • Jan 2011 - Oct 2018

      Financial Planner Financial Planner

  • Elite Wealth Management Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • May 2007 - Dec 2010

Education

  • Simon Fraser University
    Bachelor of Arts (BA), Economics
    2001 - 2006

Community

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