Mike Lam

Mike Lam

CFA, CFP, CIMCFP CertifiedIIROCCIPF Certified

Consultant

Investors Group Securities Inc.

Investors Group

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About —

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Mike Lam is a Consultant at IG Wealth Management. Mike’s mission is to achieve long term investment goal and performance for clients while developing tailored strategies to fit their needs including investment strategies, risk management, retirement planning, personal and corporate tax planning, estate and business planning, and life insurance advice.



Starting his financial career in 2009, Mike’s experience was developed through various major financial institutions. As a consultant, Mike integrates his 10 plus years in financial advising power by converting his advice into real wealth for clients. Mike will analyze investment portfolio to fine detail, positioning potential problems with an investment mix, recommending appropriate strategies and changes to suit what is best for clients, their company and most importantly their families.



Mike earned his Bachelor of Arts degree from the University of British Columbia, majoring in Economics and minoring in Finance. Mike is a CERTIFIED FINANCIAL PLANNER ® (CFP), he is also a Chartered Financial Analyst (CFA) charter holder and holds Chartered Investment Manager (CIM) designation.



Passionate about sharing Mike’s knowledge with clients, whether it be in English, Cantonese or Mandarin - you can rely on Mike’s professionalism to “Bridge the gap between where you stand today and where you want to be in the future – Financially.”

My IG advisor does all my financial planning

IG Wealth Management – they do all our financial planning: An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.

Associations and Community —

Associations

Member of CFA Institute, CFA Calgary Society
2019 - Present

general inquiries —

#100 - 37 Richard Way SW
Calgary, AB T3E 7M8

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IG Wealth Management

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