Plan Your Wealth Journey
Personalized wealth management through Wealthforce Inc., Mutual Fund Dealer. Advice built around your goals and your risk tolerance.
Lambert Asset Management is a trade name operating under Wealthforce Inc.
Personalized wealth management through Wealthforce Inc., Mutual Fund Dealer. Advice built around your goals and your risk tolerance.
Lambert Asset Management is a trade name operating under Wealthforce Inc.
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Mutual fund portfolios built around your goals, time horizon, and risk tolerance, with regular reviews as your circumstances change. Mutual funds are provided through Wealthforce Inc.
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 bring years of experience to helping clients work toward their financial goals.
Lambert Asset Management is a trade name operating under Wealthforce Inc. Martez Lambert is registered as a Dealing Representative with Wealthforce Inc. in the provinces of Ontario and British Columbia.
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 are provided by Wealthforce Inc. Martez has a passion for helping clients work toward their financial goals. Driven by a desire to make a positive impact in the lives of others.
Through Wealthforce Inc., we provide access to a broad range of mutual fund solutions with the personal service of a small firm. Our approach is built on transparency and trust.
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.
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Martez Lambert is registered as a Dealing Representative with Wealthforce Inc.