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Wayne Lambert is an experienced Certified Financial Planner with over 20 years of experience helping clients achieve their financial goals and dreams. As a long-standing member of the Canadian Institute of Financial Planners, FP Canada, and Advocis, Wayne upholds the highest ethical standards as outlined in the FP Canada “Standards of Professional Responsibility” and the “Advocis Code of Professional Conduct.”
His areas of expertise include comprehensive financial planning for business owners, group benefits, and retired individuals who want to make the most out of life. Wayne’s ability to conceptualize and execute strategic financial plans for his clients has been a key driver of his success. His goal is to develop holistic, personalized financial plans that offer long-term clarity and confidence for his clients.
Wayne's career has been marked by his leadership and ability to inspire trust. He previously held roles as a Senior Relationship Manager at Optimize and served as a Wealth Planner at Independence Wealth Management Group. Prior to that, he spent several years as a Division Director with Investors Group, where he led a team of financial advisors, offering guidance and mentorship.
Beyond his professional accomplishments, Wayne is a devoted community member, actively participating in charitable initiatives, school advisory councils, and senior housing development boards. He is also involved in various nonprofit organizations, demonstrating his belief in the power of giving back. Wayne's dedication to family, community, and ethical service makes him a trusted partner for his clients.
