About Dale K. Lamb*

I was raised in the Okanagan Valley and for the last 30 years I have called the Okanagan my home. I went to school at Okanagan Mission Secondary High School and graduated in 1989.

I came from an entrepreneurial family and had an early interest in corporate finance and by the age of 17 I was already dabbling with the stock markets.

I went to the University of Victoria and pursued a Bachelor of Arts with a focus on business economics and statistics. From university I entered the corporate financial industry and became an advisor with Mutual Life of Canada in October 1995.

Over the past 14 years as an advisor for Sun Life Financial, I have been a leader and one of the top performers in the financial field in Canada.

I believe that everyone struggles with where they are going and the financial plan to get them there. I am able to provide the knowledge and leadership which helps address my clients’ needs. I specialize in investing, life and health insurance and assist with financial strategy.

I work to help my clients to ensure they are properly protected and prepared in three key areas to ensure they don’t outlive their savings, protect their loved ones if they die too soon, or become disabled.

I am also a Life and Qualifying member of the Million Dollar Round Table (MDRT)  . MDRT is an international, independent association representing the world's best sales professionals in the life insurance-based, financial services industry.
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Helpful links

• Sun Life Financial
• CI Investments
• Globeinvestor
• Canada Revenue Agency (CRA)
• Canada Pension Plan
• Old Age Security
• CNN Money
• Bank of Canada
• Canadian Cancer Society

Testimonials

“If there ever is a time when we need to speak with either Taryn or Dale, they are available, prompt, and openly honest in their advice. After understanding the situation Dale will tell you exactly what the best option/decision is. Dale is able to explain the options and his recommendation in such a clear and understandable manner that there really is no need for pressure. We are able to understand the pros and cons of each option and make our own educated decision.” Monica Lewicki