|Welcome to the Lambert, Klimis & Sakkas Group|
The Lambert, Klimis & Sakkas Group is one of the preeminent wealth management teams in Canada, having over 40 years of combined experience, beginning in 1970, when Charles Larente, (now retired) started his career at ScotiaMcLeod's predecessor, McLeod, Young & Weir. Over the almost past half century, our philosophy has remained the same. We strive to take the time to listen and understand our clients' needs and help clarify, and achieve, their goals. Our roots are in giving investment advice but we offer much more. We help our clients develop a realistic investment plan which will potentially enable them to live their life the best way possible, without undue compromise to their lifestyle, and without taking unnecessary investment risk. We are fully committed to our clients' success.
Overseeing approximately $2 billion in assets for affluent and ultra-affluent clients, our team of thirteen professionals offers deep experience and a dedicated service ethic to move clients toward their goals and objectives. We hold an unwavering belief that only when we offer exceptional service to clients can our own success follow.
A division of ScotiaMcLeod, the Lambert, Klimis & Sakkas Group understands that wealth is not an end itself; rather, it is a means by which individuals can fulfill their desires. We combine the attention and professional focus of a boutique operation with the intellectual capital and vast capacities of a global financial services company to develop highly customized strategies designed to manage risk in the present, while preserving wealth for future generations.
The cornerstone of the Lambert, Klimis & Sakkas Group's practice is the power of relationships. Many clients have worked with us for decades because we understand the inherent complexities that exceptional wealth can involve. The longevity and cohesiveness of our team illustrate our sound ability to offer sophisticated financial analysis and individualized investment implementation across multiple generations.
Our group brings both the wisdom of experience and the energy of youth. We develop our own people, ingraining the skills and reliability on which we have built our practice. Arrange a consultation with us today!