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 from Okanagan Mission Secondary School in Kelowna in 1989, Dale studied Business at Okanagan College; he then transferred to the University of Victoria where he completed a Bachelor of Arts Degree with a focus on business, economics and statistics.
Dale came from an entrepreneurial family and had an interest in corporate finance from a very early age. In fact, by the age of 17 he was already dabbling with the stock markets.
After university Dale entered the corporate financial industry and became an advisor with The Mutual Life Assurance Company of Canada in October 1995.
Over the past 20 years as a Sun Life Financial advisor, and operating his own independent company, DKL Financial Services Inc., Dale's commitment, dedication, and expertise has resulted in DKL Financial Services becoming one of Sun Life Financial’s top corporate advisors.
Dale is a Top of the Table, and Life and Qualifying, member of the Million Dollar Round Table (MDRT). MDRT is an international, independent association of financial services professionals, representing the top 1% of the world's most successful financial services professionals. Membership indicates he has proven, in-depth professional knowledge, innovative solutions and exceptional client service.
Dale currently lives in Kelowna with his wife, Lisa, and three daughters, Eden, Jewel and Farrah. He can frequently be found on the slopes at Big White in winter, golfing in the spring, enjoying the lake in the summer, and hiking the surrounding hills in the fall. Dale looks forward to continuing to be an active member of the community in the future.
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 she obtained her Office Administration certificate, and began working with Dale in 2000. Taryn is the Office Manager and Licensed Assistant for DKL Financial Services and is an integral part of the team. She keeps the team organized and focused, maintains close contact with all clients and maintains DKL Financial's bookkeeping.
Taryn and her husband Eric have two sons, Jalen and Tyson.
Kaylyn joined DKL Financial as a Sales Associate Advisor after completing a two-year position as a Supervisory Manager with Sun Life Financial. Kaylyn also has extensive experience in the financial industry as she spent 12 years as a Financial Officer and Branch Manager with a major bank. Kaylyn’s transition to DKL was simple as she was “impressed with the level of service that is provided to clients, including the attention to detail, and the thorough planning that is provided and maintained.” Kaylyn has a passion for helping people, and she cares about ensuring that all families have a financial plan in place.
Kaylyn grew up in Kelowna, has been married to Shawn for 11 years, and they have two young daughters.
Tanya was born and raised in the small town of Sechelt on the Sunshine Coast. In 2012, she received her Accounting Diploma from Camosun College in Victoria, and shortly after began work as the Office Manager for a fast-paced corporate restaurant in Vancouver. Along with her business experience, Tanya is also a yoga instructor. Her calm and soothing demeanor make her a wonderful asset to the staff and clients alike. Tanya spent a couple of years living and teaching yoga in Stockholm, Sweden, and is now happy to be settled in Kelowna! Tanya is the voice you will hear over the phone and the first face you will see when you visit our office.
Sylvia was born and raised in Maple Ridge, British Columbia. In 1997 she moved to Vernon where she currently lives with her husband Wade and 3 children, Kaitlyn, Dylan, and Madison.
She has a wealth of experience, including 7 years in the banking industry and 9 years with Sun Life Financial; as well as experience working with high net worth clientele. She has an extensive understanding of the banking and financial industry and its processes, and is an integral part of the DKL team.