Dan Lambert, Bba, Cfp®, Cim®, Fcsi®
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Dan Lambert, Bba, Cfp®, Cim®, Fcsi® Email & Phone Number

Partner | Director, Wealth & Planning Services | Associate Portfolio Manager | Certified Financial Planner at Caldwell Wealth & Estate Advisory Ltd.
Location: Kingston, Ontario, Canada 7 work roles 2 schools
1 work email found @caldwelladvisory.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@caldwelladvisory.ca
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Current company
Caldwell Wealth & Estate Advisory Ltd.
Role
Partner | Director, Wealth & Planning Services | Associate Portfolio Manager | Certified Financial Planner
Location
Kingston, Ontario, Canada
Company size
9 employees

Who is Dan Lambert, Bba, Cfp®, Cim®, Fcsi®? Overview

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Quick answer

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® is listed as Partner | Director, Wealth & Planning Services | Associate Portfolio Manager | Certified Financial Planner at Caldwell Wealth & Estate Advisory Ltd., a company with 9 employees, based in Kingston, Ontario, Canada. AeroLeads shows a work email signal at caldwelladvisory.ca and a matched LinkedIn profile for Dan Lambert, Bba, Cfp®, Cim®, Fcsi®.

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® previously worked as Partner at Caldwell Wealth & Estate Advisory Ltd. and Director, Wealth & Planning Services at Caldwell Wealth & Estate Advisory Ltd.. Dan Lambert, Bba, Cfp®, Cim®, Fcsi® holds Bachelor Of Business Administration (B.B.A.), Marketing & Finance from Wilfrid Laurier University.

Company email context

Email format at Caldwell Wealth & Estate Advisory Ltd.

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{first}@caldwelladvisory.ca
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AeroLeads found 1 current-domain work email signal for Dan Lambert, Bba, Cfp®, Cim®, Fcsi®. Compare company email patterns before reaching out.

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Profile bio

About Dan Lambert, Bba, Cfp®, Cim®, Fcsi®

I am a financial professional that understands there is more to creating and maintaining wealth than performance alone. I work with you to help you achieve your goals and financial objectives because I believe achieving these goals is your primary concern.My planning process helps ensure we are working within your objectives by helping you understand where you want to go and what you want to achieve.By drawing on my experience and expertise and the team I work with, I provide effective and timely solutions to risk management, tax issues, wealth accumulation and estate transfer strategies.At every step my efforts are geared towards creating value for my clients. Through the utilization of a written financial plan developed using unbiased, professional, client specific advice I help you achieve your goals.

Current workplace

Dan Lambert, Bba, Cfp®, Cim®, Fcsi®'s current company

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Caldwell Wealth & Estate Advisory Ltd.
Caldwell Wealth & Estate Advisory Ltd.
Partner | Director, Wealth & Planning Services | Associate Portfolio Manager | Certified Financial Planner
kingston, ontario, canada
Website
caldwelladvisory.ca
Employees
9
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7 roles

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® work experience

A career timeline built from the work history available for this profile.

Media Planner/Buyer

Mpg

Toronto

Jan 2004 - Jul 2006
Team & coworkers

Colleagues at Caldwell Wealth & Estate Advisory Ltd.

Other employees you can reach at caldwelladvisory.ca. View company contacts for 9 employees →

HM Heather Mcinnis Jardine Heather Mcinnis Jardine Colleague at Caldwell Wealth & Estate Advisory Ltd.Kingston, Ontario, Canada, Canada View → AF Andrew Fowler Andrew Fowler Colleague at Caldwell Wealth & Estate Advisory Ltd.Kingston, Ontario, Canada, Canada View → GN Galen Nuttall, M.Ed, Cfp Galen Nuttall, M.Ed, Cfp Colleague at Caldwell Wealth & Estate Advisory Ltd.Belleville, Ontario, Canada, Canada View → JR Josef Riha Josef Riha Colleague at Caldwell Wealth & Estate Advisory Ltd.Kingston, Ontario, Canada, Canada View → JS Jason Stubinsky Jason Stubinsky Colleague at Caldwell Wealth & Estate Advisory Ltd.Kingston, Ontario, Canada, Canada View → RT Rick Tomalty, Cfp, Clu Rick Tomalty, Cfp, Clu Colleague at Caldwell Wealth & Estate Advisory Ltd.Kingston, Ontario, Canada, Canada View → CA Corrie A. Westendorp Corrie A. Westendorp Colleague at Caldwell Wealth & Estate Advisory Ltd.Canada, Canada View → MC Michael Caldwell Michael Caldwell Colleague at Caldwell Wealth & Estate Advisory Ltd.Kingston, Ontario, Canada, Canada View →
2 education records

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® education

FAQ

Frequently asked questions about Dan Lambert, Bba, Cfp®, Cim®, Fcsi®

Quick answers generated from the profile data available on this page.

What company does Dan Lambert, Bba, Cfp®, Cim®, Fcsi® work for?

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® works for Caldwell Wealth & Estate Advisory Ltd..

What is Dan Lambert, Bba, Cfp®, Cim®, Fcsi®'s role at Caldwell Wealth & Estate Advisory Ltd.?

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® is listed as Partner | Director, Wealth & Planning Services | Associate Portfolio Manager | Certified Financial Planner at Caldwell Wealth & Estate Advisory Ltd..

What is Dan Lambert, Bba, Cfp®, Cim®, Fcsi®'s email address?

AeroLeads has found 1 work email signal at @caldwelladvisory.ca for Dan Lambert, Bba, Cfp®, Cim®, Fcsi® at Caldwell Wealth & Estate Advisory Ltd..

Where is Dan Lambert, Bba, Cfp®, Cim®, Fcsi® based?

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® is based in Kingston, Ontario, Canada while working with Caldwell Wealth & Estate Advisory Ltd..

What companies has Dan Lambert, Bba, Cfp®, Cim®, Fcsi® worked for?

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® has worked for Caldwell Wealth & Estate Advisory Ltd., The Donor Motivation Program™ Canada, Sun Life Financial, Starcom Mediavest Group, and Mpg.

Who are Dan Lambert, Bba, Cfp®, Cim®, Fcsi®'s colleagues at Caldwell Wealth & Estate Advisory Ltd.?

Dan Lambert, Bba, Cfp®, Cim®, Fcsi®'s colleagues at Caldwell Wealth & Estate Advisory Ltd. include Heather Mcinnis Jardine, Andrew Fowler, Galen Nuttall, M.Ed, Cfp, Josef Riha, and Jason Stubinsky.

How can I contact Dan Lambert, Bba, Cfp®, Cim®, Fcsi®?

You can use AeroLeads to view verified contact signals for Dan Lambert, Bba, Cfp®, Cim®, Fcsi® at Caldwell Wealth & Estate Advisory Ltd., including work email, phone, and LinkedIn data when available.

What schools did Dan Lambert, Bba, Cfp®, Cim®, Fcsi® attend?

Dan Lambert, Bba, Cfp®, Cim®, Fcsi® holds Bachelor Of Business Administration (B.B.A.), Marketing & Finance from Wilfrid Laurier University.

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