The Wayne Lambert Group
Wayne Lambert CFP®
Wealth Planner
Winnipeg, Manitoba
About Wayne
Wayne Lambert is an experienced Certified Financial Planner with an established history of helping clients meet their long-term financial goals and dreams. Being a longstanding member of the Canadian Institute of Financial Planners, FP Canada and Advocis, Wayne is an ethically strong financial professional following “Standards of Professional Responsibility” from FP Canada and “The Advocis Code of Professional Conduct” from Advocis
Skilled in Comprehensive Financial Planning with a focus on Business owners, Group Benefits, and working with Retired individuals who want the most out of life, Wayne has exceptional strategic planning skills, and a demonstrated ability to conceptualize and carry out major projects and initiatives. Wayne is a seasoned professional whose honesty and integrity provide for effective leadership and optimal business relationships.
Dedicated to his family and community, Wayne is involved in various charities, school advisory councils, developing seniors housing, working with local development boards, and giving his time to local nonprofit organizations. He is a firm believer in giving back to the community and setting an example for those around him.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Wayne Lambert Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Wayne provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Adam Newsome and Cesar Cossio are the Portfolio Manager and Associate Portfolio Manager who advises and manages client investment accounts, while Wayne helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Wayne Lambert is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
wayne.lambert@optimize.ca
204-770-4200
431-997-4200
888-807-5956
Office Location
The Wayne Lambert Group
Adam Newsome
Portfolio Manager
Cesar Cossio
Associate Portfolio Manager
Corinne Lambert
Associate