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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, institutions and communities in fulfilling their financial goals and objectives.

We work with our clients by implementing tax-efficient strategies that help with their investment portfolios while minimizing risk. This process is combined with an investment philosophy that aims to contribute to positive real-world outcomes, with the goal of helping our clients grow their portfolios 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
• 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.

Partnering with Indigenous Communities to Achieve and Advance Economic Independence and Well-Being

The Lam Shum Financial Group at CIBC Wood Gundy is dedicated to supporting First Nations, Métis, and Inuit communities in their pursuit of economic independence and lasting prosperity.

By collaborating closely with Chiefs and Councils, trustees, and community members, we assist in developing tailored strategies that empower communities to realize their vision of sovereignty and collective wealth.

Our approach respects cultural traditions, governance frameworks, and community values, ensuring solutions are both meaningful and sustainable.