Jason Lam - TD Financial Planner
62Developing1062 Princess St, Kingston, ON K7L 1H2, Canada
About
Jason Lam is a Senior Financial Planner with TD Wealth in Kingston, Ontario, holding a Bachelor of Arts in Economics and the CFP® designation. He has worked in financial services since 2002 and focuses on comprehensive financial planning for clients.
Senior Care Path Summary
Jason Lam works with clients to create personalized financial plans covering retirement planning, tax planning, estate and will planning, and investment management. His experience spans over 20 years in financial services, with a decade focused exclusively on financial planning and client relationships.
He helps families and individuals identify and prioritize both short- and long-term goals, understand their financial position, and feel reassured about their future. Jason speaks English and Cantonese and is located in Kingston, Ontario, where he serves clients through one-on-one meetings.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Clients planning for retirement
- Families creating an estate plan
- Individuals minimizing taxes through strategic planning
- Business owners and their financial futures
Photo Gallery
Google Reviews
View all on Google5.0
2 Google reviews
Most recent reviews
Michelle Chu
a year ago · via Google
Jason Lam is my financial advisor ! He is very good, friendly and helpful! Thank you Jason!
Summary of Google Reviews
Summarized by Senior Care Path from Jason Lam - TD Financial Planner's Google rating and recent reviews. Confirm specifics with the provider.
Jason Lam - TD Financial Planner holds an excellent 5.0-star rating across 2 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP®)
- Qualified Associate Financial Planner (QAFP™)
- Bachelor of Arts in Economics from Carleton University
- Wealth Management Essentials certification
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
- Cantonese
Location
1062 Princess St, Kingston, ON K7L 1H2, Canada
Also serves
- Kingston, Ontario