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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

Sheldon Gray
Investment Advisor
matthew cain
Mathew Cain, CIM®
Portfolio Manager

Team values

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Client-First Approach

At the Gray Team, we prioritise exceptional, personalised service, treating every client as an individual with unique goals and circumstances. We focus on building trust and fostering meaningful relationships to ensure each client feels supported, understood, and valued. Our client-first philosophy guides every recommendation and strategy, ensuring that our solutions are aligned with your goals and designed to deliver long-term financial success and peace of mind.

Integrity as a Guiding Principle

Integrity is the foundation of everything we do at the Gray Team. We are committed to honesty, transparency, and ethical practices in every aspect of our work. Our team provides clear, unbiased advice and maintains open communication, always placing your best interests at the forefront. This dedication builds strong, trusted partnerships that inspire confidence and support your long-term financial goals

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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

At the Gray Team, we believe informed clients make stronger decisions. That’s why we stay current with industry trends and emerging strategies, offering expert guidance that reflects today’s evolving financial landscape. Through education, we empower our clients with the knowledge they need to make well-informed choices, fostering confidence and clarity every step of the way on their financial journey.

Supporting our community

Firstbook Logo

The Gray Team is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they help eliminate barriers to learning by providing essential resources and opportunities for students and educators. This reflects their dedication to building a brighter future where every child has access to quality education and the support needed to succeed.

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Supporting children’s health is a priority for the Gray Team. By contributing to SickKids, they help fund innovative pediatric research and world-class healthcare. Their support plays a role in improving health outcomes for young patients while offering hope and comfort to families, reinforcing their commitment to healthier, stronger communities.

Gord Downie Fund Logo

The Gray Team values cultural understanding and reconciliation as part of their broader commitment to community impact. By supporting the Gord Downie & Chanie Wenjack Fund, they help foster meaningful dialogue and connection between Indigenous and non-Indigenous communities across Canada. This involvement reflects their belief in a more inclusive, unified, and compassionate future for all.

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.