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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

Elaine Kautz
Elaine Kautz, CFP
Sara Noad
dylan-kerney-headshot
Dylan Kerney, CIM®
Portfolio Manager
Daniel DiCarlo
Daniel DiCarlo
Associate Portfolio Manager

Team values

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Putting Clients First

Every client has unique goals, priorities, and circumstances, which is why we believe every financial plan should be just as unique. We take the time to listen, ask thoughtful questions, and understand what matters most before developing a personalized strategy. By building long-term relationships based on trust, communication, and genuine care, we help clients feel confident and supported throughout every stage of their financial journey.

Building Trust Through Experience 

With more than four decades of experience in the financial services industry, we understand that trust is the foundation of every successful client relationship. We are committed to providing honest advice, transparent communication, and dependable guidance tailored to each client's evolving needs. Our goal is to simplify complex financial decisions and empower clients with the knowledge and confidence to plan for the future.

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Creating Meaningful Opportunities

Financial planning is about more than managing investments, it's about helping clients recognize opportunities that can have a lasting impact on their financial well-being. We take a proactive approach to uncovering strategies that align with each client's unique situation, ensuring no opportunity is overlooked. By providing thoughtful guidance and personalized solutions, we help individuals and families build greater financial confidence and long-term security.

Supporting our community

Roar society

Giving back to our local community is an important part of who we are. Through our support of ROAR, a local animal rescue organization, we volunteer our time, contribute to fundraising initiatives, participate in community cleanups, and donate pet food to animals in need. We believe that even small acts of kindness can make a meaningful difference, and we're proud to support animal welfare while helping create a stronger, more compassionate community.

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We believe every child deserves access to exceptional healthcare and the opportunity to thrive. By supporting The Hospital for Sick Children, we help advance life-changing pediatric research, innovative treatments, and compassionate care for children and their families. It's one of the many ways we strive to make a meaningful difference beyond financial planning and invest in the well-being of future generations.

Gord Downie Fund Logo

Building stronger communities starts with understanding, respect, and meaningful connections. Through our support of the Gord Downie & Chanie Wenjack Fund, we are proud to contribute to initiatives that promote reconciliation and strengthen relationships between Indigenous and non-Indigenous communities across Canada. Supporting this work reflects our commitment to fostering inclusion, education, and a brighter future 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.