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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

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Jennifer Cindy Priore, CFP®, RRC
Investment Advisor
Lisa Parfiniuk
Ryan Moroney, MBA, CIM®
Portfolio Manager

Team values

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Client-First Approach

At Adira Financial Partners inc., our clients’ goals, values, and peace of mind guide every decision we make. We believe effective financial planning starts with listening and understanding each client’s unique circumstances. By taking a personalized, thoughtful approach, we create strategies that align with what matters most and support long-term financial confidence through every stage of life.

Clarity Through Honest Advice

We are committed to providing clear, transparent, and unbiased guidance in every interaction. Financial decisions can be complex, and our role is to simplify them. By explaining strategies, risks, and opportunities in easy-to-understand language, we empower clients to make informed decisions with confidence, knowing they are supported by advice that always puts their best interests first.

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Experience-Driven Collaboration

Strong outcomes are built on experience and collaboration. Our team combines deep industry knowledge with a collaborative mindset to deliver well-rounded financial solutions. By working closely together and in partnership with our clients, we develop adaptable strategies that evolve with changing needs and help navigate complexity with clarity and care.

Supporting our community

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Adira Financial Partners inc. is dedicated to advancing equitable access to education for children in underserved communities. Through our partnership with First Book Canada, we help reduce barriers to learning by supporting the delivery of critical educational resources to students and educators. This commitment reflects our belief in creating brighter futures through opportunity, inclusion, and access to quality education.

Advancing pediatric health is a meaningful priority for our team. Through our support of SickKids, we contribute to life-changing research and the delivery of world-class pediatric care. Our involvement helps improve health outcomes while offering hope and healing to children and their families, reflecting our ongoing commitment to strengthening the well-being of young patients and the communities they call home.

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Promoting cultural understanding and unity is an important focus for Adira Financial Partners inc. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute to meaningful reconciliation efforts and initiatives that strengthen understanding between Indigenous and non-Indigenous communities across Canada. This commitment reflects our dedication to building a more inclusive, respectful, and compassionate society for generations to come.

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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.