As a Wealth Planner, Wayne Lambert has helped clients achieve their financial goals for over 20 years. As a long-standing member of the Canadian Institute of Financial Planners, FP Canada, and Advocis, Wayne proudly upholds the highest ethical standards as outlined in the FP Canada “Standards of Professional Responsibility” and the “Advocis Code of Professional Conduct.”
Wayne’s areas of expertise include comprehensive business financial planning, group benefits, and retirement planning. His ability to conceptualize and execute strategic financial plans for his clients has been a key driver of his success. He is dedicated to developing holistic, personalized financial plans that offer lasting confidence for his clients.
Wayne’s previous roles include serving as Senior Relationship Manager at Optimize, as well as a Wealth Planner at Independence Wealth Management Group. Prior to that, he spent several years as a Division Director with Investors Group, as the head of a team of financial advisors.
Beyond his professional accomplishments, Wayne is active in charitable initiatives in his community, including school advisory councils, senior housing development boards and nonprofit organizations.
Investment Management Services are only provided by licensed Portfolio Managers and Associate Portfolio Managers and not provided by Wealth Planners.
