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:

For over 25 years, I've been proud to provide valued financial advice to my beloved communities in Ontario and Alberta. As a CERTIFIED FINANCIAL PLANNER™ and Registered Retirement Consultant, I'm a champion of professionals, small business owners and families. My goal is to assist in identifying financial planning needs then finding appropriate insurance and investment solutions. Succession planning, risk minimization, retirement planning and legacy planning are all part of my service. I'm also supported by Sun Life's Estate & Financial Planning Services for individuals, families and businesses. Let's talk about how I can help you – don't put off what you can accomplish today!

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.