Dickie Lam

INVESTMENT & ESTATE PLANNING SPECIALIST | MDRT & AWMA

Biography

Since 1986, Dickie has helped his clients build their wealth by structuring customized investment portfolios that are tailored to their investing style and risk tolerance. As a member of the Million Dollar Round Table, Dickie attributes his success in protecting his clients’ financial security by persistently updating their strategies to the changing financial landscape. His extensive experience covers cash and credit management, retirement planning, wealth management, estate planning, and business solutions for individuals and businesses. As an ardent charity contributor, Dickie was nominated for the National Philanthropy Day 2019 Outstanding Volunteer Fundraiser Award. In 2021, Dickie also obtained the AWMA™ designation by completing a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.

Other Advisors

We believe that WE ARE STRONGER, and our unique corporate philosophy is designed to encourage mentorship for new advisors as well as individual excellence in the financial industry.

Angela Fok

Founder & President

James Mok

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Annie Lau

SENIOR FINANCIAL ADVISOR

Gary Ng

INVESTMENT & CORPORATE ESTATE PLANNING SPECIALIST | MDRT

Ken Tsai

CORPORATE & CROSS-BORDER TAX SPECIALIST | MBA, CHS, CFP, US IRS-EA: 131100

Eric Hsiao

SENIOR FINANCIAL ADVISOR | CFP, FMA

Shaun Cui

MDRT

Mary Chik

FINANCIAL ADVISOR

Darren Ku

FINANCIAL ADVISOR

Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

Joann Yu, CFP

CORPORATE TAX & ESTATE PLANNING SPECIALIST

Nelson Fan, CFP

RETIREMENT & ESTATE PLANNING SPECIALIST | BCOM, PFPC, CFP, MDRT, REALTOR

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