About Us

James Lam   CLU, Ch.F.C., CHS
President of JML
jimmylam@jmlwealthmanagement.com

I have been working in the insurance industry since February 1988. I am a Chartered Life Underwriter, Chartered Financial Consultant, and Certified Health Insurance Specialist. As an experienced financial consultant, I believe that I am able to provide you professional services on life insurance, disability insurance, critical illness insurance, employee group benefits, long term care insurance and travel insurance.  I also provide residential mortgage services and banking services which include Tax Free Savings Account, Registered Retirement Savings Plan, Registered Education Savings Plan and Savings/Chequing accounts.

Peggy Li   HBSc., CLU
Financial Planner
peggyli@jmlwealthmanagement.com

With almost a decade of experience, I have diligently consulted and provided professional services to many individuals, families and corporations. I have an Honours degree in Pharmaceutical Bioscience and after working in a pharmaceutical research lab, I wanted to reach out more to help families and individuals directly. I love meeting new people and helping them set up the financial security they need to protect their assets, whether it be their investment portfolio or their loved ones, I’m here to help. I am able to customize a plan that caters to your lifestyle, let’s chat!