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Experienced Financial Advisors in the Okanagan Valley

Specializing in high-net-worth individuals, families, business owners, and professional athletes, our team of advisors and network of professionals in the Okanagan Valley and beyond will work with you to provide sound advice in all areas of your financial world. Our team will work with you to identify opportunities you may be missing in your financial picture. We prioritize planning and find solutions to fit your unique situation. Contact us now and schedule an appointment.

Dale Lamb

Financial Advisor DKL Financial Group 

Assante Financial Management Ltd.

Dale's career in the financial planning industry began in 1995 after graduation from the University of Victoria. Coming from an entrepreneurial family, Dale had an early interest in the stock market and was intrigued with the strategies available with investing and the creativity involved in planning for every unique situation.

Now in his 26th year growing his business and creating relationships with his clientele, Dale found a firm in Assante Wealth Management that would allow him to provide a diverse range of options and opportunities to his clients. Dale is committed to providing full wealth planning to families, business owners, professional athletes.

 

Dale has consistently been recognized as the top advisor amongst his peers across Canada since he entered the industry. His passion, commitment and dedication to his clients have been pivotal in his business's growth, which has continued to grow only on a referral basis. Dale is the quarterback to your financial needs and has developed a team that can coordinate implementing the game-plan into action. From accountants to lawyers, bankers to mortgage specialists, the DKL Financial Group collaborates to strategically plan for your customized financial solution in the most tax-efficient way possible.

 

Dale loves his community and was actively involved in many local charities and organizations, including the SPCA, Kelowna Hospital Foundation, and is a named donor at Okanagan College. Outside of the office, Dale takes advantage of everything that Kelowna has to offer. You would most likely find Dale enjoying the Okanagan Lake in the summer, the hills at Big White in the winter, and relaxing with his family and his dogs Olive and Capone.

Dan Price, CPA, CA

Chief Financial Officer DKL Financial Group 

Assante Financial Management Ltd.

Dan joined DKL Financial in May 2022 and works in a number of capacities including Chief Financial Officer, Chief Operating Officer as well as a tax and estate planning specialist. Dan’s 20+ years experience in accounting, finance and taxation allows him to understand the problems that business owners face and come up with effective solutions to them.

A graduate of the University of Lethbridge, Dan started his accounting career at KPMG, followed by 11 years at one of Calgary’s largest home builders. In addition to being the company’s Corporate Controller, he took over the day-to-day management of its estimating department.  

 

The desire to be closer to family brought Dan and his family to Kelowna in late 2015. After six plus years as the CFO for one of the Okanagan’s largest private companies, Dan made the decision to join the team at DKL.

 

Dan is a firm believer in giving back to his community. He currently serves as the Executive Vice President of the Kelowna Chamber of Commerce and will assume the role of President in 2023. Dan has also volunteered as a coach for Kelowna Minor Hockey and as Treasurer for the Kelowna Figure Skating Club.

 

Dan and his wife Shelly have been married for 20 years and have two children, Brady and Sydney. Their family enjoys travel, camping, skiing and a good round of golf.

Kaylyn Martin 

Associate Financial Advisor DKL Financial Group

Assante Financial Management Ltd.

Kaylyn has been an Associate Financial Advisor with the DKL Financial Group since 2018. Prior to DKL Financial, Kaylyn spent 14 years in the financial industry, including a managerial role and a supervisory compliance position. Kaylyn is passionate about helping people in any way she can, making the complex details easy to understand and is dedicated to providing a holistic approach to wealth planning and advice. Kaylyn has completed her CERTIFIED FINANCIAL PLANNER (CFP©) designation to provide the highest level of service to clients as helping people achieve their financial security is one of her greatest rewards.

Kaylyn has always called Kelowna home and loves the Okanagan lifestyle. She is a wife, a mother of two daughters, and a dog-mom. When she is not in the office, Kaylyn enjoys spending time outdoors camping and fishing with her family.

Matthew Williams 

Associate Financial Advisor DKL Financial Group

Assante Financial Management Ltd. 

Matt was born and raised in Taber, Alberta, a small farming community east of Lethbridge. He grew up playing all types of sports, including football, soccer, baseball, and basketball. After high school, he went on to play football in Calgary for the Colts in the Canadian Junior Football League. Following that year, he served as a missionary for his Church in Queensland, Australia for two years. Upon his return, he moved to Edmonton to continue his studies, enrolling in the Bachelor of Commerce program at Grant MacEwan and then onto the University of Alberta, where he played Golden Bears Football for three seasons. Matt was awarded an Academic All-Canadian Award and graduated with Distinction in 2007 with a Bachelor of Commerce, Finance Major.

While in Edmonton, he met his wife, Laura. Together they have four children, Malee, Lucas, Oscar and Phoebe. After graduating, they moved to Taber, and Matt started as a Financial Advisor. In 2013 Matt attained his CERTIFIED FINANCIAL PLANNING (CFP©) designation from the Financial Planning Standards Council, of which he achieved the 3rd highest grade in the country!

 

In 2019 Matt and his family made a huge leap to relocate to Kelowna and joined the team at DKL Financial. The William's are enjoying being in the Okanagan Valley and are happily involved in the local community. Matt is involved in the local Kelowna Minor Football Association, has coached his son’s team to the league championship this past season and is now on the Board of Kelowna Minor Football Association as the Director of Tackle. In his free time, he enjoys coaching, skiing, hiking, hunting, and mountain and dirt biking.

Pam Weston

Front Office Administrator DKL Financial Group

Assante Financial Management Ltd. 

Pam joined DKL Financial Group in April 2022 as the Front Office Administrator. Pam brings several years of excellent client service, and along with her enthusiasm, positive attitude and infectious energy she will be the smiling face that greets you when you visit the office! She is passionate about developing and maintaining trusting relationships, and is excited about adding value while contributing to the overall success of the team.

 

Pam was born and raised in Fredericton, NB, and is the proud Mom of one son. Outside of the office, Pam enjoys boating, hiking, touring the Okanagan's beautiful wineries, and spending time with her friends and family.

David Michaud

Business Development Associate DKL Financial Group

Assante Financial Management Ltd.

David is actively involved in the hockey world and currently serves as the team president of the BCHL’s Alberni Valley Bulldogs. David also spent several years with CAA Sports in their hockey division. Prior to his time with the Bulldogs, David was in Penticton with the Vees and was at the helm of the Okanagan Rockets major midget team that won a BC Major Midget Championship and a bronze medal at the National Championships.

David oversees the firm's marketing initiatives and other business development activities as well as being a key contact for the firm’s professional athlete clients.

Christian Santos

Administrative Associate DKL Financial Group

Assante Financial Management Ltd. 

Christian has grown up in Kelowna, which has given him a passion for everything outdoors. He is currently working towards his Bachelor of Business Administration degree with a specialization in finance at Okanagan College. Through his post-secondary education journey, he has been given the unique opportunity to volunteer through Enactus Canada, where he managed a small non-profit business in the Okanagan. After he achieves his degree, he plans on completing the Certified Financial Planners designation (CFP) and continuing a career in the financial industry.

Christian is excited to be in the DKL Financial Group office and working closely with the team as he learns all aspects of the firm's operations. 

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Contact Details

DKL Financial Group

Assante Financial Management Ltd.

 

216-3477 Lakeshore Road

Kelowna, BC V1W 0A7

 

Phone: 778-940-3607

Toll Free Number: 1-877-497-6982

Email: dprice@assante.com

 

 

Legal- Privacy Policy

Hours of Operation

Monday - Thursday 08:30 AM - 04:30 PM

Friday 08:30 AM - 04:00 PM

Saturday - Sunday Closed

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation. 

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