About Us
Our Philosophy
- Strong desire to assist clients in reaching their life goals
through implementation of their Financial and Investment Plans that we develop WITH them.
- Significant commitment to professionalism, competence and
service that is attentive to the concerns, values and privacy of each client.
- Pride in our expertise in developing and implementing
financial and investment plans as well as coaching and educating our clients, making them
part of the process.
 About Spera Financial
Douglas Lamb is Spera Financial's principal and a
Senior Financial Advisor with Dundee Private Investors Inc. and has spent over thirty
years providing trusted financial and planning advice. He is a Chartered Accountant
(CA), Certified Financial Planner (CFP), Professional Financial Planner (PFP), Elder
Planning Counsellor (EPC), and holds an MBA.
Doug believes people get what they plan for, and has a
passion for assisting people reach their life goals. He thoroughly enjoys the challenge of
making Financial Planning and Investment Management issues understandable to his clients.
Good planning reduces stress now and in the future.
Doug is married with three sons and two-step children,
active in community sports programs, was President of the North York Chapter of the Heart
& Stroke Foundation of Ontario, and Director and Treasurer of the ALS Societies of
Metro Toronto and of Ontario.
Dundee Wealth Management
 Dundee Wealth Management has over
2,500 advisors in 900 offices across Canada with approximately $60.7 billion in assets
under management and administration. It includes a mutual fund dealer, a securities
brokerage and a portfolio management firm to support heir representatives. Financial and
Estate Planning is offered through Spera Financial and not Dundee.
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