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.
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 15 | When Will the Pain End?
It’s been a hard year and not the one many hoped for coming out of a two-year pandemic! Unfortunately, the solutions to our economic problems in 2020 and 2021 are now the catalysts for the terrible year we have had so far in 2022.
Investment Focus | Issue 14 | Should I be worried right now?
Our advice for ourselves and for our clients is the same. Stay the course, avoid the headlines, and don’t look at your portfolio value every day. Don’t reduce your wealth by making decisions based on emotions.
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.
Investment Focus | Issue 12 | What’s causing the recent market volatility and selloff?
For the long-term investor, it’s important to remain focused on the fundamentals during times like these. With the exception of inflation, the red flags that are typical leading indicators of recessions are not present.
Investment Focus | Issue 11 | Bounce Back Quarter
Despite a wide range of possibilities, investors are looking for certainty and are willing to pay a high price for it. Those who are running to safety are accepting yields that are well below inflation.