Terry Lambert

Background

About Terry Lambert

As a Certified Financial Planner, licensed in Mutual Funds and Insurance products, my goal is to blend your emotional financial desires with the fundamental requirements to bring you success. For me listening to YOUR goals and desires assists in the uncovering of new ways to find the balance in the ever changing "imbalance" of life. As our Life Landscape changes, it's important to adapt and be ready for the unexpected. Working with a Certified Financial Planner is an important way to insure that what you want, actually happens. Products include: Mutual Funds, RRSP's, TFSA's, Nonregistered Investments; RESP's; Life Insurance, Critical Illness Insurance, Long Term Care and Disability Estate and Retirement Planning. I am a Sun Life Financial advisor. These are my personal opinions, not professional advice, and they do not reflect the official positions of Sun Life Financial.*Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc.*Mutual Funds are distributed by Sun Life Financial Investment Services (Canada) Inc.