# Dan Lambert

> Dan Lambert is a fee-only financial advisor at Caldwell Wealth & Estate Advisory in Kingston, Ontario, Canada, who holds the CFP, CIM and FCSI credentials.

Page: https://find.wellspent.co/advisors/dan-lambert/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Caldwell Wealth & Estate Advisory
- **Based in:** Kingston, Ontario, Canada
- **Credentials:** CFP, CIM, FCSI, CHS, RIS
- **Website:** http://www.caldwelladvisory.ca

## Frequently asked questions

### Is Dan Lambert a fee-only financial advisor?

Yes. Dan Lambert is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### Where is Dan Lambert based?

Dan Lambert is based in Kingston, Ontario, Canada.

### What credentials does Dan Lambert hold?

Dan Lambert holds the CFP, CIM, FCSI, CHS and RIS credentials.

### How do I contact Dan Lambert?

Through Dan's website, www.caldwelladvisory.ca.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.