Empowering

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Wayne Lambert

Senior Financial Planner

Biography

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.

Wayne’s Approach to Financial Planning

WHAT WAYNE DOES

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. At Optimize, Wayne works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Wayne measures his success by how well he has helped his clients achieve their specific goals and objectives.

WHAT WAYNE STANDS FOR

Wayne believes that much of his successes and accomplishments to date are as a result of his beliefs and values which he stands by: honesty, persistence, teamwork, excellence, and creativity.

your-goals

Wayne puts his clients’ interests above everything else to ensure that he earns their business not only at the beginning of the relationship but throughout every stage of it as well.

Optimize Wealth Management’s Investment Services

Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Optimizing investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Wayne, along with a licensed portfolio manager from Optimize Wealth will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Wayne and a licensed portfolio manager from Optimize are outlined in detail below.

As a Senior Financial Planner, Wayne helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals

Financial Planning

Financial Planning is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals in life

Investments*

We help our clients create and protect their wealth in all markets and economic conditions.

Will & Estate Planning

Estate planning is about your family and loved ones – and the inner peace you get from preserving their financial security.

Loans & Mortgages

Start looking today with the confidence that we will be with you every step of the way to make your homeownership dreams a reality.

Insurance Solutions

Sometimes in life, keeping it simple is the best way to go. Let us show you how to protect what matters most to you while keeping your costs well in check.

Tax Planning

You work hard for your money and you deserve to keep as much of it as possible. Work with us to optimize your tax return and we’ll show you how.

*Disclaimer: Will preparation, tax preparation and financial planning provided by Wayne Lambert and Independence Wealth Management Group; All investment advice and registerable activity provided by a licensed Portfolio Manager of Optimize Inc.

Learn More About Our Portfolio Management Team

Wayne Lambert

If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Financial Planner is always ready to take that step with you and design a financial plan specific to your particular goals and objectives.

NEED FINANCIAL PLANNING ADVICE? RECEIVE A COMPLIMENTARY PLAN TO ACHIEVE YOUR SPECIFIC GOALS!

Call on (204) 770-4200 or fill out the form below.

Send Wayne An Email