Jamie Lantz Email & Phone Number
Wealth Planner @ Optimize Financial Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jamie Lantz Location
- Edmonton, AB, CA
Jamie Lantz Work
- Wealth Planner @ (February 2023 - Present)
- Financial Advisor @ Fincor Financial Group (February 2013 - Present)
- Mutual Fund Representative @ (February 2013 - February 2023)
- Private Wealth Advisor @ Solid Exempt Market Solutions (July 2010 - February 2013)
- Owner | Project Manager | Creative Director @ (December 2002 - December 2011)
Jamie Lantz Education
- University of Alberta
Bachelor of Commerce
1995-1999
Jamie Lantz Skills
- Account Management
- Advertising
- Alternative Investments
- Asset Management
- Brand Development
- Business Development
- Business Planning
- CorelDRAW
- Corporate Identity
- Customer Service
- Diamonds
- Employee Benefits
- Entrepreneurship
- Estate Planning
- Facebook Marketing
- Finance
- Financial Planning
- Graphic Design
- Instagram Marketing
- Investment Properties
- Leadership
- Life Insurance
- Limited Partnerships
- MailChimp
- Management
- Management Consulting
- Marketing
- Marketing Strategy
- Maximizer CRM
- Microsoft Office
- Portfolio Management
- Precious Metals
- Private Equity
- Private Placements
- Project Management
- Real Estate
- Retirement
- Retirement Income Planning
- Retirement Planning
- Securities
- Small Business
- Social Media
- Social Media Marketing
- Squarespace
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
- Web Design
- WordPress
- Corel Photopaint
- Microsoft Excel
- Branding and Identity
- Sales
Jamie Lantz Summary
- Jamie Lantz, based in Edmonton, AB, CA, is currently a Wealth Planner at Optimize Financial Group. Jamie Lantz brings experience from previous roles at Fincor Financial Group, CI Assante Wealth Management, Solid Exempt Market Solutions and RedShark Marketing. Jamie Lantz holds a 1995 - 1999 Bachelor of Commerce @ University of Alberta. With a robust skill set that includes Account Management, Advertising, Alternative Investments, Asset Management, Brand Development and more. Jamie Lantz has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jamie Lantz?
Find contact details for 700 million professionals.
Others Named Jamie Lantz
Ben Lantz
Attorney and Partner
Seattle, WA, US
Jamie Lantz
Wealth Planner
Edmonton, AB, CA
Jamie Lantz
Climate Program Specialist
Kelowna, BC, CA
Jamie Lantz
Technical Writer
Choctaw, OK, US
Jamie Lantz
Licensed Sales Agent
Charleston, SC, US
James Lantz
Director of Operations
Minneapolis, MN, US
Top Optimize Financial Group Employees
Matthew McGrath
President and CEO
Toronto, ON, CA
Jeremy Clark
Wealth Planner
Calgary, AB, CA
James Neals
Vice President, Portfolio Management
Toronto, ON, CA
Matt Downie
Managing Director, Corporate Development
Toronto, ON, CA
Alex Lane
Vice President, Portfolio Management
Toronto, ON, CA
Philip Bielecki
Vice President, Trading and Research
Toronto, ON, CA
Kevin Fobert
Head, Private Client Group
Toronto, ON, CA
Curtis Raymond
Head of AI
Toronto, ON, CA
Batuhan Karabay
Financial Services Associate
Toronto, ON, CA
Mikaela Scopelleti
Marketing Associate
Toronto, ON, CA
Matthew Garnet
Managing Director, Corporate Development
Toronto, ON, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co