As a husband and father of two young children, I understand life is very busy and it is very difficult to keep up with what is going on in your finances. That's why I believe it is extremely important to work with a qualified professional that would always have your best interest in mind, spend time to truly understand what is important to you and your family, and provide timely advice and effective strategies to help you achieve your life goals!
I have been proudly serving our community as a financial professional for over 12 years and hold the most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® (CFP®), since 2011. Additionally, I am also a CFA (Chartered Financial Analyst) Charter holder, one of the most respected designation in finance and investment analysis, since 2015. My Economics degree from the University of Calgary also help me understand different aspect of the financial world.
I work with individuals, families and businesses that want to achieve their goals, whether it is retirement, education for your children or grandchildren, major purchases, protection of your hard-earned wealth and inter-generation wealth transfer. By understanding your unique situation, I can develop personalized strategies that fit your needs and partner with you throughout your lifetime to help ensure you are going to achieve what you dreamed of.
Outside of helping clients achieve their goals, I support our community by volunteering in different capacity, including sitting in community boards. Other than that, I love to spend time with my family to bike in and around the community, ski in the beautiful Rockies, explore the rest of the globe and build a mini world with LEGO with our children.
I can also speak Cantonese and Mandarin fluently, for anyone who prefer to discuss their financial situation in those languages.
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Wealth Strategies
- Intergenerational Planning
- Business Owner Considerations
My Personal Interests
- Spending Time with Family
- Board Games
Phone NumberToddye Kam at (403) 288-5370
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