• Dan Lambert, Financial Planner

Dan Lambert
CFP, CIM, RIS, CHS

Director, Wealth & Planning Services
Financial Planner | Caldwell Advisory
Investment Advisor | Credential Securities

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.

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 Investment Advisor. See the IIROC Advisor Report.

Certified Financial Planner logoProfessional Designations | BBA, CFP, CIM, RIS, CHS

  • 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
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