Our Team

Joseph (Joey) Lam, B.Mgt, CHS, EPC
Financial Security Advisor, Principal
Office:403-261-4690 ext. 457

Joey was born and raised in Calgary and began his career in the financial services industry while attending university. He holds a Bachelor of Management Degree from the University of Lethbridge, an Elder Planning Counselor (EPC) designation, a Certified Health Insurance Specialist (CHS) designation, and holds a FPSC Level 1 Certification in Financial Planning (CFP) Designation. Joey is an active member of Advocis, the Financial Advisors Association of Canada, and is a proud supporter of the Mustard Seed and Hockey Helps the Homeless. Whenever possible, Joey is always quick to lend a hand to those in need.

Maria Dictado
Executive Assistant
Office:403-261-4690 ext. 326
Maria Dictado | Tievoli Wealth | Calgary

Supported by a team of experts

When specialized expertise is required, I have access through Freedom 55 Financial to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning

Marvin L. Toy, JD, B. Comm
Consultant, Tax and Estate Planning
London Life Insurance Company
Robert Gillings, CFA
Private Wealth Counselor
London Life
David Carroll, PFP
Sales Consultant, Wealth Management
London Life
Phil Franklin, CFP, CLU, CH.F.C
Sales Consultant, Insurance
London Life
Joe Thong, B. Comm., GBA
Senior Account Manager, Employee Benefits
The Great-West Life Assurance Company
Elizabeth Cook
Mortgage Planning Specialist
London Life