The Estate Plan Workbook

Owner, Paul Lambe is a currently a Fee-For-Service Certified Financial Planner in St. John’s, NL and Ontario, Canada, providing Financial Planning and Estate Management Services. Paul spent ~20 years in Ontario, Canada as a Certified Financial Planner, serving the Greater Toronto Area. Paul completed the following educational programs related to finance: · Certified Financial Planner (CFP) designation in 2000. · Financial Management Advisor (FMA) program in 2002. · LUAC- Life and Disability Insurance Level II Licence in 1999 and held this until 2012. · Post Graduate Marketing Management Honours- Investment Securities Profile, Humber College, Ontario 1992. · Business and Economics studies Memorial University, St. John's, Newfoundland 1982-1987 Paul has worked as a Financial Planner since 1996, with several large financial services companies in Canada, providing advice and wealth management services to meet the financial goals and needs of clients. Paul was a self-employed financial and estate consultant for executors, trustees and POAs from 2012-2015 and has returned to this business in 2018. Paul enjoys reading/research/writing, playing soccer, playing golf, mountain climbing, hiking, travel, culture and history. Paul climbed Mt. Kilimanjaro, Tanzania in 2004 to raise funds and awareness for ALS. Paul accomplished ‘A Mountain for Maddie’ in 2008, climbing Mt. Elbrus, to help fund Free the Children initiatives of Maddison ‘Maddie’ Babineau. Maddie passed at 15 while raising funds to build a well in an African village, for which she gave her Children’s Wish to build a school.