With over 20 years of experience, Wayne Lambert helps business owners, retirees, and group benefits clients reach their financial goals. A member of FP Canada and Advocis, he is committed to ethical, personalized financial planning that brings long-term clarity and confidence. Wayne has held leadership roles at Optimize Wealth Management, Independence Wealth Management Group, and Investors Group. He is also active in community charities and local boards, demonstrating his dedication to giving back.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Lambert Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
Book a meetingMeet the team
Wayne Lambert, CFP
Wealth Planner
Macy Lambert,
Assistant
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Omar Nassar
Associate Portfolio Manager
Wayne Lambert, CFP
Wealth Planner
ABOUT
Macy Lambert,
Assistant
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Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
ABOUT
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
Omar Nassar
Associate Portfolio Manager
ABOUT
Omar Nassar is an Associate Portfolio Manager at Optimize who takes an analytical and people-first approach. His love for numbers and problem-solving is what first sparked his interest in financial services, but it was the chance to make a meaningful difference in people’s lives that has kept him committed to the industry.
At Optimize, Omar focuses on understanding each client’s unique circumstances, values, and goals. He provides portfolio recommendations and steady guidance through market shifts, helping clients stay disciplined and confident in their long-term aspirations. His work reduces uncertainty and supports important milestones, which he finds incredibly rewarding.
In his personal time, Omar enjoys playing soccer, tennis, and volleyball. He’s also fond of travelling to experience new cultures and cuisines. Above all, he values time with family and friends.
Team Values
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At the Lambert Group, every client is treated with the utmost care and respect, regardless of investment size. Our team takes the time to properly understand each client’s goals and financial situations. Then, we craft tailored solutions designed to help match those unique aspirations. This client-first approach makes sure that every financial plan is personalized, relevant and aligned with our clients’ best interests.
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Integrity and ethics are the cornerstone of The Lambert Group’s practice. Guided by the highest standards of ethical conduct, as recognized by FP Canada and Advocis, the team ensures every client interaction is honest, transparent, and rooted in doing what’s right. This unwavering commitment to integrity fosters trust and confidence, enabling clients to feel secure in their financial decisions. The Lambert Group’s ethical approach serves as the foundation for building strong, lasting client relationships.
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The Lambert Group embraces a “no stone left unturned” philosophy, addressing every element of a client’s financial plan. From investments and insurance to estate planning and tax strategies, the team develops holistic, long-term plans that account for all variables. This comprehensive approach provides clients with clarity, confidence, and peace of mind, knowing their financial lives are thoughtfully managed. By focusing on the big picture, The Lambert Group ensures clients are prepared for today and the future.
Timeline
Supporting our community
The Lambert Group is passionate about providing equitable education for children. Through supporting First Book Canada, we help make sure that children in need have access to the resources they require to succeed academically. This reflects our dedication to fostering brighter futures through education and community involvement.
Improving health outcomes for children is another priority for The Lambert Group. Through our contributions to SickKids, we support groundbreaking pediatric research and innovative care for children. Our involvement underscores a commitment to advancing healthcare for the benefit of future generations.
The Lambert Group is also invested in promoting understanding and reconciliation between Indigenous and Non-Indigenous communities. Through our support for the Gord Downie & Chanie Wenjack Fund, we contribute to fostering inclusivity and building strong connectives across these communities. This commitment reflects our belief in a more compassionate and unified future.