Dana Lum

My Background

I am an Investment Advisor/Financial Planner that provides comprehensive Wealth Advisory services.

These services include Financial Planning, Investments and Tax & Estate Planning.

I believe in a holistic approach to personal finance.  What that means to you is that initially we talk and get to know a bit about one another and once we agree that we want to work together, my process involves doing a Financial Assessment to identify your financial goals and needs from which an investment plan is designed and put into place.  I will also review your current investments, corporate pension details and comment on the suitability or quality of what is already in place.

Please give me a call, there is no cost for a free consultation.