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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Conniff Group, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet the team

Mat Conniff, CFP®, CIM®
Investment Advisor
Ryan Moroney, MBA, CIM®
Portfolio Manager

Team values

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Integrity and Accountability

At Conniff Group, integrity guides how we work with every client. We believe trust is built through honest advice, consistent follow-through, and personal accountability. Each recommendation is made with care and a clear sense of responsibility, ensuring decisions are grounded in fairness, respect, and sound judgment.

Long-Term Thinking

Conniff Group takes a measured, long-term approach to financial planning and wealth management. We focus on strategies designed to support lasting financial stability rather than short-term outcomes. Through discipline, patience, and thoughtful planning, we help clients stay aligned with their goals as their needs evolve over time.

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Clear and Respectful Communication

Clear communication is central to the client experience at Conniff Group. We take the time to explain options, outline risks, and set realistic expectations using straightforward language. By keeping clients informed and engaged, we create relationships built on understanding, confidence, and mutual respect.

Supporting our community

Optimize is committed to supporting access to education for children in under-resourced communities. Through our involvement with First Book Canada, we help address barriers to learning by contributing to the availability of essential resources for educators and students. This commitment reflects our belief in creating opportunity and supporting a stronger future through education.

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Supporting pediatric health is an important focus for Optimize. Through our contributions to SickKids, we help advance medical research and support the delivery of specialized care for children. This involvement reflects our commitment to improving health outcomes, supporting families, and contributing to stronger, healthier communities.

Cultural understanding and reconciliation are important to Optimize. By supporting The Gord Downie & Chanie Wenjack Fund, we help advance initiatives that encourage dialogue and shared understanding between Indigenous and non-Indigenous communities across Canada. This reflects our commitment to fostering a more inclusive and thoughtful future.

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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.