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Lambert Wayne Email & Phone Number
Wealth Planner at Optimize Wealth Management
at
Optimize Wealth Management
1 work email found
@investorsgroup.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Planner at Optimize Wealth Management
Location
Winnipeg, Manitoba, Canada
Company size
Who is Lambert Wayne? Overview
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Quick answer
Lambert Wayne is listed as Wealth Planner at Optimize Wealth Management at Optimize Wealth Management, a company with 1 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Lambert Wayne.
Lambert Wayne previously worked as Senior Relationship Manager at Optimize Wealth Management and Certified Financial Planner at Independence Wealth Management Group at Independence Wealth Management Group. Lambert Wayne studied at Winsor Park High.
Company email context
Email format at Optimize Wealth Management
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{last}.{first}@investorsgroup.com
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AeroLeads found 1 current-domain work email signal for Lambert Wayne. Compare company email patterns before reaching out.
Profile bio
About Lambert Wayne
Experienced Certified Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Coaching, Asset Management, Disability Insurance, and Pension Funds. Strong finance professional with a CFP Certified Financial Planner focused in Financial Planning and Services from The Canadian Institute of Financial Planners.
Listed skills include Investments, Retirement Planning, Mutual Funds, Wealth Management, and 22 others.
Current workplace
Lambert Wayne's current company
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Optimize Wealth Management
8 roles
Lambert Wayne work experience
A career timeline built from the work history available for this profile.
Wealth Planner At Optimize Wealth Management
Current
Nov 2023 - Present
Senior Relationship Manager
CurrentAt Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for their client relationship needs, including by ensuring that all investment advice is provided to clients by a licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together we look.
Aug 2020 - Present
Certified Financial Planner At Independence Wealth Management Group
Current
Independence Wealth Management Group
- IWMG Provides Insurance Planning with a focus on Business owners, Pension Plans, Group Benefits, and working with Retired individuals who want the most out of life.
- Exciting Independent Insurance planning firm, striving for the ultimate client experience.
- Exceptional strategic planning skills, demonstrated ability to conceptualize and carryout major projects and initiatives.
- Seasoned professional whose honesty and integrity provide for effective leadership and optimal business relationships Dedicated to his family and Community by being involved in Charities, School Advisory Councils, and.
May 2017 - Present
Certified Financial Planner
The Inclusif Group
Jan 2013 - Jan 2017
Consultant
- Comprehensive Financial Planning with a focus on Business owners and Retired individuals who want the most out of life.
- Goal-driven leader who maintains a productive climate and confidently motivates, mobilizes, and coaches employees to meet high performance standards
- Exceptional strategic planning skills, demonstrated ability to conceptualize and carryout major projects and initiatives.
- Seasoned professional whose honesty and integrity provide for effective leadership and optimal business relationships Dedicated to his family and Community by being involved in Charities, School Advisory Councils, and.
Jun 2004 - Jan 2013
Division Director
Manage and train and recruit a team of highly qualified Financial Planners
Nov 2006 - Jun 2012
Incharge Flight Attendant/ Union Rep.
Local Union President 6 years, National Central Site Rep. watching Day to day operations and contract interpretations, 5 years. Negotiations team for 3 contracts. Advisor on long haul aquisition team of A340/ A330 aircraft. Aquisition team galley and interiors RJ short haul aircraft.
Mar 1989 - Jul 2004
2 education records
Lambert Wayne education
Education record
Winsor Park High
Cfp Certified Financial Planner, Financial Planning And Services
The Canadian Institute Of Financial Planners
FAQ
Frequently asked questions about Lambert Wayne
Quick answers generated from the profile data available on this page.
What company does Lambert Wayne work for?
Lambert Wayne works for Optimize Wealth Management.
What is Lambert Wayne's role at Optimize Wealth Management?
Lambert Wayne is listed as Wealth Planner at Optimize Wealth Management at Optimize Wealth Management.
What is Lambert Wayne's email address?
AeroLeads has found 1 work email signal at @investorsgroup.com for Lambert Wayne at Optimize Wealth Management.
Where is Lambert Wayne based?
Lambert Wayne is based in Winnipeg, Manitoba, Canada while working with Optimize Wealth Management.
What companies has Lambert Wayne worked for?
Lambert Wayne has worked for Optimize Wealth Management, Independence Wealth Management Group, The Inclusif Group, Investors Group, and Investors Group Financial Services Inc..
How can I contact Lambert Wayne?
You can use AeroLeads to view verified contact signals for Lambert Wayne at Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Lambert Wayne attend?
Lambert Wayne studied at Winsor Park High.
What skills is Lambert Wayne known for?
Lambert Wayne is listed with skills including Investments, Retirement Planning, Mutual Funds, Wealth Management, Financial Planning, Strategic Financial Planning, Portfolio Management, and Estate Planning.
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