Jason Lam
Financial Planner
BA
CFP®
QAFP™
Working together to achieve the financial goals that matter to you most
Phone
Office Location
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 10 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.
Phone
Certificates
BA
CFP®
QAFP™
Languages
English
Cantonese
Education
B.A. Economics Carleton University
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Interesting articles to explore
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
Creating a wealth plan to help meet your long- and short-term goals
Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
- Identify and prioritize your short- and long-term goals
- Find the confidence to take charge of your financial future through advice and planning
Working together every step of the way
Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
- Work with you to understand your priorities.
- Create a wealth plan that considers your financial picture.
- Schedule regular check-ins to track progress.
- Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
- Offer ongoing support to help you move forward confidently.
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
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