Who's Moving Where In Wealth Management? - Optimize

Editorial Staff

16 September 2020

Canadian firm has appointed senior financial planner Wayne Lambert, who is based in the Winnipeg region. His hire follows another recent appointment about a fortnight ago.

Lambert will work with a team of licensed portfolio managers. Lambert is a Certified Financial Planner and a longstanding member of the Canadian Institute of Financial Planners, FP Canada and Advocis.

At the start of September, Optimize appointed Joe Palhad as an advisor. The firm is based in Toronto, and has a number of offices across Canada.