What to know before connecting with Joey Lam

Welcome to my practice!

Hello and thank you for taking the time to visit my website. I’m honoured that Kevin MacLeod has entrusted me with taking over your portfolio. As part of this transition, I want to ensure that you continue to feel supported and confident in your financial plan.

As Kevin has already shared, I am a Chartered Financial Planner with 15 years of experience in investment management, insurance, and financial planning. 

I believe in providing honest, personalized advice and a proactive, high-touch experience. 

It's important we connect, not only so we can put a face to a name, but also so I can fully understand your current plan and ensure your insurance portfolio is aligned with your goals and objectives. 

In the upcoming months, my team will be reaching out to you to schedule a time for us to meet. 

If you need to reach me for any reason, here is my contact information:

email: joey@tievoliwealth.ca

office: (587) 952-1888

Below is an intro video I made for you so you can learn a little bit more about me before we meet.