06/04/2026
PEI Connectors clients came together for a hybrid networking session, held both in person and online, focused on financial planning for business and career success in Canada, led by Craig Lambe, CFP, MBA of Lambe & Associates Inc.
Craig guided participants through key topics such as tax-efficient compensation strategies, retirement and group savings plans, and ways to align personal financial goals with business planning. He also shared insights on leveraging employee benefits to support retention and building long-term financial stability for continued growth.
Attendees left with practical tools and a stronger sense of confidence in managing their financial future.
A big thank you to Craig for sharing his expertise, and to all participants, both in the room and online, for making this session engaging and impactful!