Transform Your Wealth Journey
Experience elite wealth management through Wealthforce Inc. Where your financial aspirations meet strategic expertise.
Experience elite wealth management through Wealthforce Inc. Where your financial aspirations meet strategic expertise.
Access elite mutual fund portfolios crafted for optimal performance. Our strategic approach combines market intelligence with your personal goals.
Elevate your organization with our comprehensive group retirement solutions. Built for both employer efficiency and employee satisfaction.
With no contribution limits, build your wealth in an open plan beyond the maximums you can invest in registered savings plans.
A TFSA allows investments to grow tax-free, accumulate and withdraw from the fund without paying taxes.
A First Home Savings Account (FHSA) is a registered plan lets you contribute up to $8,000 per year (lifetime $40,000) to save tax-free towards a qualifying home.
An RESP is an investment vehicle that allows parents in Canada to save for their children's post-secondary education.
The main advantage of an RRSP account, as compared to a regular investment account, is the tax benefits it offers.
A RDSP helps with the long term financial security of a person who is eligible for the disability tax credit (DTC).
At Lambert Asset Management, we combine years of expertise with innovative solutions to secure your financial future.
As the Founder of Lambert Asset Management, Martez provides financial guidance and support to his clients using mutual fund advisory services across Ontario, and British Columbia. Investment funds provided by Wealthforce Inc. Martez has a passion for helping clients achieve their financial goals and helping secure their futures. Driven by a desire to make a positive impact in the lives of others.
Through our partnership with Wealthforce Inc., we deliver institutional-grade investment solutions with the personal touch of a boutique firm. Our approach is built on transparency, trust, and unwavering commitment to your success.
Group Benefits, Health, Life, and Accident & Sickness insurance products offered through Belyer Insurance Ltd.(EasyInsure), a division of HUB International LTD.
Alexis joined Lambert Asset Management in February 2024. As the firm's Administrative Assistant, she plays a key role in ensuring a smooth and professional client experience through organization, communication, and attention to detail.
Alexis is actively working toward earning her mutual fund licensing, demonstrating her commitment to continuous learning and growth within the financial services industry. She supports the team with client communication, appointment coordination, and document preparation, helping maintain the high service standards that define Lambert Asset Management.
Known for her warm and approachable nature, Alexis ensures clients feel welcomed and well-informed throughout their interactions with the firm. She works closely with Martez Lambert to deliver the efficient and personalized service that clients value.
Outside of work, Alexis enjoys spending time with her spouse, her daughter, and their animals, and values family time, community connection, and outdoor activities.
Take the first step towards securing your financial future. Click below to schedule your complimentary consultation.