PFP®, QAFP
Conseiller en placement
Visit our advisory group website to learn more about our team and approach:
Steven Lam is an Investment Advisor at Wellington Altus Private Wealth. Steven has 15+ years in servicing and advising clients to reach financial security. He believes in a thoughtful, client-centered approach to wealth management. His clients’ goals, values, and dreams are at the heart of everything he does. Outside of work Steven enjoys coaching and assisting individuals find passion in living a healthy lifestyle as he believes health and wealth often go hand in hand. He would be delighted to connect with you and explore how we can work together to achieve your financial goals.