John Lunam, CFP

Financial Planner
Insurance Advisor

With over 25 years of industry experience, John and his team provide clients with a “Personal Chief Financial Officer (CFO) “approach to help handle the complexities of investment and wealth management. The Personal CFO process keeps clients’ time free to focus on other important life goals.

John has attained the Certified Financial Planner (CFP) designation regulated by the Financial Planners Standards Council. This organization fosters professional standards in personal financial planning to ensure the public values, has access to, and benefits from competent and ethical financial planning.

Prior to entering this profession, John received a Bachelor of Education from Simon Fraser University, and taught school for 4 years before going on to build his own business focused on real estate.

John enjoys spending time with friends and family, primarily through the outdoors. His primary hobbies are skiing, playing tennis, hiking, sailing, and dancing. What John enjoys most about his work is helping people and making a difference in their lives.

 

Alfred Lam

Senior Vice-President and Chief Investment Officer, CI GAM | Multi-Asset Management

Alfred Lam joined the Investment Consulting team at CI Global Asset Management (CI GAM) in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI GAM’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and holds the Chartered Financial Analyst designation. Alfred is a member of the CFA Institute and the Toronto CFA Society.  

* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the expertise of an investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. 

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