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Jason Lam

Financial Planner

  • BA

"Working together to achieve the financial goals that matter to you most"


 

I have been working in the financial services industry since 2002.  Prior to taking on the role of Financial Planner, I was working within TD Direct Investing in the Kingston area.  During the last 5 years, I have focused exclusively on financial planning and fostering strong client relationships.

 

I hold a Bachelor of Arts degree in Economics from Carleton University. I have also completed the requirements for the Wealth Management Essentials from the Canadian Securities institution.

 

I look forwarding to working with you to help you achieve your personal financial goals.

 



 

ADDITIONAL CONTACT

Toll Free: (888) 372-2151
Fax: (613) 548-3546

Available at 1 other location(s)

EDUCATION

B.A. Economics Carleton University

Financial Planning Associate

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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