Kelvin Lam's Contact Details

Kelvin Lam's Company Details

Ly & Associates Financial Group

Surrey, BC, CA • 5 - 9 Employees
Financial Services

Ly & Associates Financial Group is an all-encompassing financial firm that's dedicated to growing with our clients and helping them build a legacy.We have recognized the shortcomings of most financial advisors operating as a one-person operation; this often leaves a client wondering where they should get their other planning needs done. Ly & Associates Financial Group has an expert for every client scenario we come across, including advanced corporate insurance planning, retirement planning, real estate investing, estate planning, and much more.We work with Canada's leading banks, insurers, and investment companies to ensure that our advice is always unbiased, progressive, and suits our clients' ever changing needs.With the way big institutions are resting on their laurels, we have carved out a niche for ourselves in how we conduct business. We ensure the client's needs are always best served when all advisors are at the table. It's common practice for our meetings to be conducted with a client's entire advisory team, including, but not limited to, their accountant, lawyer, and more.Our mantra is "Making the pieces fit," so you can rest assured we will do our best to serve you.