Dale Lamb of DKL Financial Services is part of this year's WP Top 50 Advisors.
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.
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.
