Jamie Lantz
Wealth Planner @Optimize Financial Group
Edmonton, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2023 — Present
Wealth Planner @Optimize Financial Group
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Edmonton, AB, CA
EDUCATION
1995 — 1999
University of Alberta
Bachelor of Commerce, Entrepreneurship & Small Business
SKILLS
Alternative InvestmentsMarketingSecuritiesReal EstateInvestment PropertiesPrivate EquityDiamondsEntrepreneurshipAdvertisingRetirement PlanningEstate PlanningWeb DesignGraphic DesignStrategic PlanningSmall BusinessMarketing StrategyWealth ManagementFinancePortfolio ManagementRetirement Income PlanningLife InsuranceEmployee BenefitsLimited PartnershipsPrivate PlacementsPrecious MetalsBusiness DevelopmentManagementManagement ConsultingRetirementProject ManagementAccount ManagementStrategic Financial PlanningAsset ManagementBusiness PlanningFinancial PlanningSocial Media MarketingBranding & IdentityMicrosoft OfficeCoreldrawCorel Photopaint
ABOUT JAMIE LANTZ
Wealth Planner at Optimize Wealth Management
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