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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. At Giroux Financial Services, we provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Sid Giroux
matthew cain
Mathew Cain, CIM®
Portfolio Manager

Team values

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Client-First Approach

Giroux Financial Services 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 strive to make each client feel valued and supported. Our client-first philosophy drives every decision in designing strategies to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of Giroux Financial Services. 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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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.

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Empowering Clients Through Knowledge

At Giroux Financial Services, 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 them make well-informed decisions. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

1987

Sid began his career with Mutual Life of Canada, launching a journey rooted in helping individuals and families make informed financial decisions through insurance and investment planning.

1989

While still early in his career, Sid delivered his first death claim. This powerful experience underscored the importance of proactive financial planning and strengthened his dedication to supporting clients through all of life’s stages.

1990-2024

Sid joined Investia Financial Services, Financial Horizons, and Abex Brokerage. These roles allowed him to expand his expertise into investment planning, offering more holistic financial strategies tailored to each client’s goals.

Present

Today, Sid continues his mission at Optimize Wealth Management, where he provides personalized insurance and investment planning rooted in trust, clarity, and decades of experience. He remains committed to helping clients navigate life’s financial milestones with confidence, always prioritizing their goals and peace of mind.

Supporting our community

During the devastating floods in Southern Alberta, Sid volunteered his time to support cleanup efforts in affected communities. Sid’s commitment to lending a hand wherever needed has made a meaningful difference. His efforts have been recognized by the Alberta Government, who presented him with an award for his contributions. This experience highlights Sid’s deep sense of community and compassion, which are values that continue to guide both his personal life and professional approach.

 

Advancing pediatric health is a key focus for Giroux Financial Services. By contributing to SickKids, we support groundbreaking research and world-class healthcare for children. Our involvement supports the improvement of health outcomes while offering hope and healing to families, underscoring our commitment to bettering lives and strengthening communities.

Promoting cultural awareness and reconciliation is an important value for Giroux Financial Services. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive, unified, and compassionate society for future generations.

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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.