Dan Lambert

Financial Planner
Partner | Director, Wealth & Planning Services | Caldwell Advisory
Associate Portfolio Manager | Aviso Wealth

Dan began his career as a Financial Planner in 2010 and has grown his practice by building strong client relationships. Dan’s role includes heading up the financial planning department and the curation of the firm’s model portfolios.

Dan received his Bachelor of Business Administration from Wilfrid Laurier University in 2002, majoring in Finance and Marketing. He followed that up with a Master in Theological Studies in 2004. Prior to joining Caldwell Advisory, he worked as a Media Strategist for seven years advising some of the biggest brands in the world, including TD Bank Financial Group.

Dan believes in constantly improving and updating his knowledge to better serve his clients, which is why he has attained a number of relevant professional designations: Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Responsible Investment Specialist (RIS), and Certified Health Insurance Specialist (CHS). He also plays an active role in supporting non-profits through board participation including currently sitting on the board of the Down Syndrome Association of Kingston and working as the treasurer on the board of the Kingston Christian School.

Married and with young children, Dan and his family call Kingston home. Away from work, he is actively involved in his church and enjoys basketball, hiking and snowboarding.

Dan is an Associate Portfolio Manager. See the CIRO Advisor Report.

Dan Lambert

PROFESSIONAL DESIGNATIONS | CFP, CIM, FCSI, RIS, CHS

FCSI logo CFP logo CIM logo

When I first met with Dan, I knew within minutes that I could trust him and his advice. Dan possesses a substantial knowledge of the markets and can articulate complex financial concepts in terms that non experts can easily understand. I truly appreciate that Dan has guided me according to my personal needs. I have complete confidence in his judgement and integrity and know that my investments are safe in his hands.
Mark Babcock

2023 ReCap

2023 ReCap

As we start the new year, let’s quickly review 2023. Investors faced many challenges last year, including elevated inflation, interest-rate hikes, geopolitical conflicts, and a slowing global economy. That said, those who were patient and rode out the volatility were...

Investment Focus | Issue 17 | Keep Looking Long Term

Investment Focus | Issue 17 | Keep Looking Long Term

It’s fair to say that everyone is happy to see September end, at least from an investing standpoint. It was a month full of market volatility due to stickier inflation data and the U.S. Federal Reserve’s commitment to higher-for-longer interest rates. The markets had been expecting central banks to already be discussing rate cuts, but that hasn’t been the case. On top of that, September tends to be one of the worst months historically for the stock market, and this year was no different.

Near the end of September, the markets were looking toward the risk of a government shutdown, that ended up being kicked down the road.

Investment Focus | Issue 16 | Staying Steady Amidst Economic Shifts: US Debt, Canadian Rates, and Recession Outlook

Investment Focus | Issue 16 | Staying Steady Amidst Economic Shifts: US Debt, Canadian Rates, and Recession Outlook

The likelihood of a recession in Canada is a topic creating buzz among experts. Accountancy firm RSM Canada projects a 60% chance of a recession occurring by the end of 2023, although they believe it would be relatively mild and short-lived. They anticipate that specific sectors, like the labour market, could potentially shield a significant portion of the economy from recessionary effects.

Investment Focus | Issue 13 | An Overdue Correction

Investment Focus | Issue 13 | An Overdue Correction

It has been a volatile start to the year.

We’ve had 30-year highs in inflation, interest rate increases, Covid, the Ukraine/Russia conflict, and China lockdowns. There’s even talk of a European recession next year and potential American recession in late 2023. All of this has caused negative returns in every asset class, especially in the tech space and smaller companies.