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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

Davor Polak, B. Comm., BA (Economics)
Investment Advisor
Ivetta Krdyan, CIM®
Portfolio Manager

Team values

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Client-First Approach

Davor prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make each client feel valued and supported. Our client-first philosophy drives every decision in designing strategies that are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of Davor's work. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By prioritizing clients’ best interests, we create trusted partnerships that inspire confidence and build lasting relationships.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

For Davor, staying informed and knowledgeable is a top priority. Our team avidly tracks industry trends to provide in-depth guidance that reflects the latest financial developments. By offering up-to-date strategies and empowering clients through education, we help people make well-informed decisions. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

1992

Davor began his career in the financial services industry as an Insurance Agent with London Life, where he gained foundational experience in helping clients protect their financial futures.

1999

At CIBC Wood Gundy, Davor transitioned into wealth management as a Full-Service Broker and Investment Advisor, providing personalized investment strategies within a leading Canadian financial institution.

2001

Davor continued to build his advisory expertise at Edward Jones, where he worked closely with individual investors to develop long-term, goal-based investment plans.

2004

Over more than a decade, Davor served as a trusted Full-Service Broker and Investment Advisor at Berkshire/Manulife Securities, guiding clients through changing markets and life stages with tailored financial advice.

2017

At IPC Securities Corp, Davor continued to provide full-service investment advice, supporting clients with comprehensive wealth strategies backed by national resources.

Present

Davor currently serves as an Investment Advisor at Optimize Wealth Management, where he provides clients with strategic, goals-based financial planning backed by a team of in-house specialists and leading-edge tools.

Supporting our community

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Davor has been actively involved with Movember since 2012, inspired by his brother’s battle with prostate cancer. What began as a personal mission has evolved into a meaningful fundraising effort, raising over $29,500 to date in support of men’s health initiatives. After his brother sadly passed away five years ago, Davor has remained committed to the cause and plans to engage the team at Optimize Wealth Management to expand his fundraising efforts and awareness reach even further. His work with Movember reflects a deep personal connection and an ongoing commitment to making a difference in the lives of others.

 

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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.