Kelvin Lam CFP®, CLU®

Financial Advisor | Insurance Specialist

Kelvin has 15 years of experience in the financial services industry, including nine years as a certified financial planner. With a strong focus on investments and insurance, he earned his Chartered Life Underwriter (CLU) designation in 2022.

Kelvin is passionate about insurance planning, recognizing it as a crucial yet often overlooked component of a successful financial strategy. He is committed to protecting clients from the financial impact of the death or illness of a loved one, ensuring robust and reliable financial plans.

Outside of his professional life, Kelvin enjoys trying new restaurants, cooking, and engaging in outdoor activities with his fitness community, Leap Bodies. Over the past two years, he has completed a half marathon, Spartan Race Sprint, and Spartan Race Super.

Email Address: kelvin@vantagefg.ca