Trusted expertise and guidance
for over 40 years

Doug Lamb CPA, CA, CFP® , EPC, MBA

Doug has provided trusted financial advice for over 40 years. As a highly experienced financial planner, Doug Lamb is the go-to expert. He has gained a solid reputation for providing trusted advice and planning in various areas, including retirement, estates, income tax, and investments, divorce financial planning, and more.

Trust his expertise and guidance to help you easily navigate the complexities of your unique situation. His experience, training, and creativity allow him to provide excellent, timely, and cost-effective services.

 

Educational and Professional Qualifications
  • Chartered Accountant (CPA CA)
  • Certified Estate Advisor (CEA)
  • Certified Financial Planner (CFP®)
  • Elder Planning Counsellor (EPC)
  • Master of Business Administration (MBA)
Personal Background

Doug, a widower, has a family of five children and eight grandchildren. He was an active volunteer in community sports programs, President of the North York Chapter of the Heart & Stroke Foundation of Ontario and Director and Treasurer of the ALS Societies of Toronto and Ontario.

Insight to light

Our vision is to be the leading provider of executor of will, divorce financial planning, and general investment planning in Ontario, Canada. We aim to establish long-term relationships with our clients based on trust, respect and excellence. We strive to deliver high-quality services that meet the needs and expectations of our clients and their beneficiaries. We also seek to educate and empower executors by providing them with the information and resources they need to perform their role effectively and efficiently. By doing so, we hope to make a positive difference in the lives of our clients and their families.

Lead with integrity

Our culture is based on our core values of integrity, empathy and professionalism. We are committed to acting ethically, honestly and transparently in everything we do. We are compassionate and respectful towards our clients, their beneficiaries and each other. We are dedicated to providing exceptional service and exceeding expectations. We are always learning and improving ourselves and our processes. We work as a team and support each other in achieving our goals.

Put Our Expertise to the Test.