Jamie Lantz

Financial Advisor

Jamie can assist you in the areas of wealth management and insurance planning. He has a Bachelor of Commerce from the University of Alberta and is close to completing his Certified Financial Planner (CFP) designation.

In addition to providing clients with insurance planning and wealth management advice, Jamie also takes care of the firm’s marketing, and IT needs. He is a highly valued member of the team.

Jamie is a big fan of history, technology, design, and pop-culture. He also enjoys listening to audiobooks, traveling, and spending time with his wife and two young children.