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Lam Shum Financial Group

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      Welcome to the Lam Shum Financial Group's website

 

 

 

We are a team of dedicated and passionate individuals who specialize in working with affluent individuals, business owners, trusts and institutions in fulfilling their financial goals and objectives.

 

We grow our clients wealth by implementing tax-efficient strategies that maximize returns and minimize risk. This process is combined with an investment philosophy that aims to contribute to positive real-world outcomes which allows our clients to generate superior returns while using their wealth to invest in and create a world that aligns with their goals and values.

 

Our distinct approach combined with our extensive network of CIBC partners and industry professionals, allows us to provide our clients with a "one-stop shop," ensuring that every facet of their wealth are easily and seamlessly addressed, including:

 

  • Tax-Efficient Investing
  • Investment Management including ESG
  • Charitable Giving
  • Retirement and Estate Planning
  • Business Succession Planning
  • Family Needs
  • Banking and Credit Solutions

 

The Lam Shum Financial Group is committed to our clients' success and building life-long relationships based on a foundation of integrity, trust, respect and excellence.

Gilbert Lam.

Gilbert Lam, BA, CFP®, FMA, CIM®, RIAC

Senior Investment Advisor, Associate Portfolio Manager

(604) 806-5508
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gilbert.lam@cibc.com
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Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Contact us

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Lam Shum Financial Group Address
1285 West Pender Street
Suite 400
Vancouver, BC V6E 4B1
Toll-free: 1 (800) 661-9442

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.