Awarded top advisory firm in Canada by Sun Life Financial (2018)

Why Us?

We are an award-winning team with in-depth knowledge and a collaborative approach, focused on helping clients develop, sustain and protect long-term wealth.

About Us

Our team provides service for many aspects of your financial situation and we'll work with a team of various professionals to find the right solutions for you.

Our Philosophy

At DKL Financial, we strongly believe in the value of having experienced, professional advisors on your side. We're here as a pillar to help guide you through challenging times and keep you on the path to success.  

Our Process

The DKL Financial planning process is the best way to develop the right strategies for you. Our first meeting will allow us to obtain essential financial data and determine your financial goals. Based on the information you provide, we'll help you develop a written financial plan, and meet again to begin applying some (or all) of the strategies outlined in the plan. We'll continue to be here for you to revise and monitor your plan as necessary.

Our Services

Meet Our Team

Advisor, President of DKL Financial Services Inc.

Dale K. Lamb was raised in the Okanagan Valley and has called the valley his home for over 35 years. After graduating...

Executive Licensed Assistant & Office Manager

Taryn was born and raised in Salmon Arm, BC, and moved to Kelowna in 1995. After playing basketball at Okanagan College...

Associate Advisor

Kaylyn joined DKL Financial as a Sales Associate Advisor after completing a two-year position as a Supervisory Manager...

Administrative Assistant

Tanya was born and raised in the small town of Sechelt on the Sunshine Coast. In 2012, she received her Accounting...

Associate Advisor

Sylvia was born and raised in Maple Ridge, British Columbia. In 1997 she moved to Vernon where she currently lives with...

I trust the team at DKL Financial – they know what they’re talking about!

Todd Simpson, Retired NHL Player and Realtor

I work with DKL because of their extensive knowledge, tax advice, integrity and passion. True leaders.

Dixon Ward, Retired NHL Player and VP-Okanagan Hockey Academy

 

The advisors at DKL Financial Services Inc. are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life Financial group of companies.

* Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.