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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.

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.

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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