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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

Mark Quirk
Mark Quirk, BCom., CFP, CIM
Dylan Kerney, CIM®
Portfolio Manager

Team values

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Client Dreams Drive Everything

At Freedom by Design Wealth+, our clients’ dream outcomes are the foundation of every plan we create. We work relentlessly to eliminate obstacles in the way of preserving, protecting, and enhancing the wealth our clients have spent a lifetime building.Every tool, strategy, and decision is centred around making those dreams a reality faster and more effectively. When clients win, we win, and we hold ourselves accountable to that truth every day.

Precision, Process, and Purpose

We believe that what gets measured gets improved. That’s why we meet annually with our clients and their circle of influence to ensure every strategy remains cutting-edge and relevant. We track progress, evaluate tools, and hold ourselves to the highest standard of excellence. Every touchpoint is intentional. We keep clients informed and in control, so they always know the progress of their money and how it’s helping them achieve their goals.

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Nothing Left to Chance

At Freedom by Design Wealth+, we operate with discipline and vigilance. Our 3x Lead Magnets are designed to help clients unlock their 4x Freedoms — time, money, purpose, and legacy — at an accelerated pace. From strategy to execution, we make sure nothing falls through the cracks, so clients can focus on living life on their terms freely, securely, and with full confidence in their financial future.

Supporting our community

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Providing equitable education opportunities for children is a cause Freedom by Design Wealth+ 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.

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Improving health outcomes for children is a priority for Freedom by Design Wealth+. 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.

gordDownie

Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for Freedom by Design Wealth+. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects their belief in a more compassionate and unified society.

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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.