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.
Market Update: What the Iran Conflict Means for Investors
Recent headlines about the escalating conflict involving Iran, Israel, and the United States have understandably created anxiety for investors. News coverage can make it feel as though markets are entering a dangerous new phase.
However, history and current economic conditions suggest a more measured perspective.
2025 – The Year in Review
2025 turned out to be a very good year for diversified investors. Most major stock markets finished higher, and portfolios benefited from staying invested despite plenty of headlines and uncertainty along the way. In Canada, the story was especially strong. The...
2025 – The First Half
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2024 Recap
Going to the polls, easing inflation and equity markets performing well. Looking at the factors in play for 2024.
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
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.