Jamie Lantz

Wealth Planner @Optimize Financial Group

Edmonton, AB, CA
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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