Dan Lambert
Caldwell Wealth & Estate Advisory · Kingston, Ontario, Canada
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.
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Facts
| Firm | Caldwell Wealth & Estate Advisory |
|---|---|
| Based in | Kingston, Ontario, Canada |
| Credentials | CFP · CIM · FCSI · CHS · RIS |
| Website | www.caldwelladvisory.ca |
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Questions about Dan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Directory listing last checked April 21, 2026.
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