Members

Robert Lamb

Edmonton
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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Robert Lamb

Member Bio

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Specializations

Corporate Insurance Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning

Designation(s)

CFP (Canada)
MFA

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

CIFPs

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
Northwest Territories
Saskatchewan
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