Education:
Bachelor of Commerce, University of Calgary
Bachelor of Science, University of Calgary
Languages Spoken:
Cantonese
Kay Lam, Investment Advisor
Kay is a graduate of The University of Calgary with a Bachelor of Science and Bachelor of Commerce degree. With over 10 years of experience in the investment industry, Kay brings comprehensive knowledge, superior customer service and reliable investment advice to his clients.
Investment Philosophy
Trust, Integrity and Service My objective is to develop long-term relationships with my clients that are based on these principles.
Investment Planning Process
Many financial activities in life concern us all: adequate income for retirement, minimizing taxes, preservation and growth of capital. My investment planning process involves:
Investment Planning - based on risk tolerance, reasonable return expectations, asset allocation and tax considerations.
Monitoring - regular portfolio review and annual performance review.
By following this process it allows me to access an individual's present overall financial situation, identifies their goals and objectives, problems and possible solutions, provides and implements recommendations and also, review and update plans on regular basis.
BMO Nesbitt Burns
BMO Nesbitt Burns is one of Canada's leading full-service investment firms, employing over 4,300 investment advisors who serve the investment needs of individuals, corporations, governments and institutional clients from an extensive network of Canadian and international offices.
For private client investor, BMO Nesbitt Burns' Investment Advisors draw on the firm's 25 years of top-ranked* investment research and broad range of products and services designed to meet the specific investment needs of individual clients. BMO Nesbitt Burns' Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products (Advance, BluePrint and Quadrant Program) which offer you access to some of the top money managers in Canada, U.S. and around the world.
BMO Nesbitt Burns also offers a full range of Estate Planning** services including estate preservation, charitable giving, family trust and small business succession planning.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
Market Watch
Last Updated
November 21, 2009 00:25 EST
Last
Change
TSX Comp
11,579.33
-20.97
S&P/TSX 60
688.99
-1.59
DJIA
10,318.16
-14.28
S&P 500
1,091.38
-3.52
NASDAQ
2,146.04
-10.78
Nikkei 225
9,497.68
-51.79
TSX Vent
1,408.06
7.12
Hang Seng
22,455.84
-187.32
$CAD
93.4800
-0.5400
London Gold
1,140.00
4.50
WTI Oil Spot
76.72
-0.74
Source: SunGard PowerData
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