DO YOU HAVE ALL YOUR DUCKS IN A ROW?
HI. WE’RE LAMBE & ASSOCIATES.
We’ve been providing independent financial services on PEI for over 35 years.
And we want to talk about your DUCKS.
DO YOU HAVE ALL YOUR DUCKS IN A ROW?
BUILD A FINANCIAL FUTURE THAT ACTUALLY FITS YOUR LIFE.
Whether you’re investing for retirement, your child’s education, or just trying to grow your wealth wisely, we’ll help make sure your money is working with purpose—not guesswork.
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We help with:
Retirement income planning (RRSPs, RRIFs, TFSAs, LIFs)
Education savings (RESPs)
Personalized investment portfolios
Consolidation and account reviews
Your plan should be as personal as your goals.
IF SOMETHING UNEXPECTED HAPPENED, WOULD YOUR LOVED ONES BE OKAY?
We help you put the right protection in place—so you can focus on living your life, knowing your family’s future is secure.
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Life insurance (Term, Whole, Universal)
Critical illness & disability insurance
Estate planning basics
Income replacement strategies
Let life roll off your back—with the right protection in place.
GROUP SAVINGS ARE GREAT. GETTING THE MOST OUT OF THEM IS EVEN BETTER.
If you’re a group plan member or an employer thinking about starting one, we’ll help you make sense of the details—and grow your money with confidence.
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Group RRSPs & pension plans
Workplace education sessions
One-on-one member consultations
Business owner implementation
The flock thrives when everyone knows where they’re swimming.
FEELING A BIT FINANCIALLY SCATTERED? LET’S SIMPLIFY.
Not sure where your money’s going, or how to prioritize your goals? We’ll help you take a step back, find clarity, and move forward with a clear head.
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High-level income & expense snapshots
Debt & cash flow prioritization
Goal setting and next steps
Simple tools for DIY budgeting
You don’t need perfect spreadsheets. Just a place to start.
BIG LIFE CHANGES NEED CLEAR FINANCIAL STRATEGIES.
From buying a home or selling a business to funding your child’s education, we’ll help you prepare for the moments that matter most.
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Home purchase planning
RESP strategies
Intergenerational wealth transfer
Business transition & succession planning
Financial planning is about real life—not just numbers.
