Dan Lambert Email & Phone Number | Director, Wealth & Planning Services

Dan Lambert

Director, Wealth & Planning Services
Kingston, Ontario, Canada

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Dan Lambert’s Email dan@caldwelladvisory.ca

Dan Lambert’s Phone Numbers +1(613) 777-****

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Dan Lambert’s Location Kingston, Ontario, Canada

Dan Lambert’s Current Industry Caldwell Wealth & Estate Advisory Ltd.

Dan Lambert’s Prior Industry The Donor Motivation Program™ Canada | Sun Life Financial | Starcom MediaVest Group | MPG

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Work Experience

Caldwell Wealth & Estate Advisory Ltd.

Partner

2024-04-01 - Present

The Donor Motivation Program™ Canada

Planned Giving Advisor

2017-01-01 - 2019-12-01

Sun Life Financial

Financial Advisor

2010-06-01 - 2011-09-01

Starcom MediaVest Group

Media Strategy Planner

2006-07-01 - 2010-06-01

MPG

Media Planner/Buyer

2004-01-01 - 2006-07-01

Skills

strategic planning critical illness disability insurance investing today retirement family small business financial advisors financial plan group benefits feebased planning estate planning family amp small business financial planning life insurance

Languages

FAQ About Dan Lambert

Dan Lambert is located at
Kingston, Ontario, Canada

Dan Lambert is a Director, Wealth & Planning Services

Dan Lambert currently works in the Caldwell Wealth & Estate Advisory Ltd. |

Dan Lambert speaks the following languages: English

Dan Lambert has prior
experience in the following industries:
The Donor Motivation Program™ Canada | Sun Life Financial | Starcom MediaVest Group | MPG

Dan Lambert has the following professional experience:
Caldwell Wealth & Estate Advisory Ltd. | The Donor Motivation Program™ Canada | Sun Life Financial | Starcom MediaVest Group | MPG