48 Dale Lamb

48 Dale Lamb

48 Dale Lamb
DKL Financial Services
Sun Life Financial
Kelowna, BC

AUM GROWTH: $26,617,000
AUM PER CLIENT: $147,434
REVENUE PER CLIENT: $2,181
CLIENTS AT END OCT 2015: 917
RETENTION RATE: 89%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 104

Dale Lamb racked up $135 million AUM last year and worked with more than 900 clients. Lamb came from an entrepreneurial family and had an interest in corporate finance from a very early age; by 17, he was already dabbling in the stock market. Over the years, he’s developed DKL Financial Services and become one of the top advisors at Sun Life. Lamb has been named Regional Advisor of the Year for Sun Life for four years in a row.
 

Company Information

  • DKL Financial Services
  • #202 2141 Springfield Rd Kelowna, British Columbia

Contact Information