Bao D. Lam, CFP, RPA*
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Address: | 94 Bridgeport Rd. E. 2nd Floor Waterloo, Ontario N2J 2J9 |
| Languages: | English, Cantonese, Vietnamese | |
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About me
My clients rely on me for prompt and professional service and honest advice regarding their investment and insurance needs, along with respect for their privacy and personal information. For help from a financial professional with trust and integrity, please call my office.
| Preparing for an appointment |
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:
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| Critical Illness |
| We can help you be financially prepared for a serious illness. Critical illness insurance helps ease the financial worries so you can concentrate on recovery. Find out more
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I can help you
- Protect your family from the unexpected.
- Build & protect your savings.
- Build your plan for the future.
- Protect your health care options.
- Save for your goals...whatever they may be.
Tools and calculators
*Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.
