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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

Yeorgo Traiforos, RIS
Investment Advisor
Wil Johnson (1)
Wil Johnson
Client Success & Marketing Lead
Cesar Cossio, CFA®
Portfolio Manager

Team values

1

Client-First Approach

DNY Financial Services Inc. prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies 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 DNY Financial Services Inc. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, they create a trusted partnership that inspires confidence and builds lasting relationships.

2
Group 1976 (1)

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.

3-2

Empowering Clients Through Knowledge

At DNY Financial Services Inc., staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

2000

Began a career in wealth management as an Investment Advisor, focusing on building foundational experience in portfolio management and client service.

2005

Joined Desjardins Financial Security Investments Inc. as a Financial Advisor, where the focus shifted to holistic financial planning and long-term wealth strategies for individuals and families.

2014

Served as President and Financial Advisor at DNY Financial Services Inc., providing independent financial guidance and leading the firm with a personalized, client-first approach.

Present

Currently serves as President and Financial Advisor at DNY Financial Services Inc., and is now proudly partnered with Optimize Wealth Management to offer clients enhanced resources, technology, and a fully integrated approach to financial planning.

Supporting our community

firstBookCanada

Providing equitable education opportunities for children is a cause DNY Financial Services Inc. is passionate about. By supporting First Book Canada, the team ensures children in need have access to the required resources to succeed academically. This reflects their dedication to fostering brighter futures through education and community involvement.

 

sickKids

Improving health outcomes for children is a priority for DNY Financial Services Inc. By contributing to SickKids, they support groundbreaking pediatric research and innovative care that benefits children and families. Their involvement underscores a commitment to advancing healthcare and creating a healthier future for the next generation.

Gord Downie Fund Logo

Promoting cultural awareness and unity is a key focus for DNY Financial Services Inc. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.

CIRO-logo CIPF-MEMBER-LOGO

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.