Terry H. Lambert, CFP®, CPCA, RRC*

Address:
214 Stromness Pvt. Nepean, Ontario K2J 6H7
Languages:
English
Phone:
613-692-0355
Fax:
613-692-0255
Email:

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Notices
Please feel free to visit my corporate site: Inspired Financial Solutions Ltd

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:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.