The professional credentials of our firm and our partners
Our Team
Joey Lam, B.MGT, CHS, Chartered Financial Planner®
What most people know about Joey is....
He is a born and raised Calgarian, who watched our city grow throughout the years and as a child, has memories of the 88’ Winter Olympics, and celebrating when the Flames won the Stanley Cup in 89’.
Fast forward to today, he loves a good game of golf, fishing, spending quality time with family and friends, and mountain biking with his wife and three kids. He believes in paying it forward, making a difference, and living an impactful and meaningful life.
He has had an interest in Wealth Management from an early age and earned a Business Management Degree with a focus on Finance from the University of Lethbridge, a Certified Health Specialist (CHS), and a Chartered Financial Planner® professional.
Joey has worked with some of Canada’s largest financial institutions gaining valuable experience along the way specializing investment management, insurance underwriting, and retirement income planning.
Joey knows investments and insurance can be frustrating and even complicated at times, so his goal is to help you make really good financial decisions. Rest sure that he work side-by-side with his clients, listening to their needs and understanding their situations; so he can focus on giving the right advice at the right time.
Maria Dictado, Operations & Administrations Associate
Maria is a dedicated administrative and client support specialist with a specialization in ensuring efficient operations and seamless client experience. With a strong background in client coordination, documentation management, and compliance-minded support, she plays a key role in maintaining accuracy, organization, and professionalism within our organization.
Maria is committed to supporting our clients through clear communication, attention to detail, and dependable service. Her mission is to help uphold operational excellence so our firm can focus on delivering trusted financial guidance and long-term value to our clients.
Willis & Nancy Langford, Counsel
Willis and Nancy are the founders and principals of Langford Financial Inc., Calgary's premier independent Retirement Income Planning company. They started the business in 2014, specializing in fee only planning designed for those 55+ who want to retire soon and have a tax-efficient decumulation plan.
Their business has enjoyed continued success due to the implementation of proven processes, and now they invest a portion of their time mentoring other Financial Planners to help them succeed. Outside of work, they enjoy spending time with their 3 granddaughters, travelling, and playing pickleball. They have always had a strong conviction in the proverb, "Whoever gathers little by little makes it grow."