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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 Green Peak Securities, we provide honest, personalized advice and a proactive, high-touch experience.

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Glen Izzard

Chartered Investment Manager

"The future is something which everyone reaches at the rate of 60 minutes an hour, whatever he does, whoever he is." – C.S. Lewis

Among the many incredible things C.S. Lewis wrote, this speaks deeply to my role. We all have the same number of minutes in a day to make money, to make a life.So then, financially speaking, how are we going to make the most of your money, your life? Helping you find your answer to this question is the sweet spot of what I do.

Investing can be complicated at any stage or age.

Every day counts – especially when it comes to investing.

I listen to you — your goals, aspirations, and challenges — so I fully understand what’s important to you. This allows us to find an aligned approach to develop your personalized financial strategy. Let's gear your current finances toward achieving your future goals, helping you live your best life, minute by minute, day by day. That’s what I’ll help you do.

Meet the team

Glen Izzard, CIM®
Investment Advisor & Portfolio Manager
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
ryan moroney (2)
Ryan Moroney, MBA, CIM®
Portfolio Manager

Team values

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Client-First Approach

Green Peak Securities 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 tailored strategies to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of Green Peak Securities. 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.

3-2

Empowering Clients Through Knowledge

At Green Peak Securities, 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, they ensure every decision is well-informed. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

2009

Glen began his career in financial services at Edward Jones, where he built a strong foundation in client relationships and personal financial planning.

2016

At Manulife Securities, Glen continued to expand his experience, offering tailored financial solutions and deepening his focus on investment strategies and client-centric service.

2019-2024

Glen led discretionary portfolio management, offering comprehensive wealth planning, retirement transition strategies, and estate planning services. His CIM® designation supported his ability to manage client assets with discipline, insight, and integrity.

Present

Now partnered with Optimize Wealth Management, Glen brings his client-first mindset and expertise to a broader platform, supported by a team approach, integrated tax and estate services, and a strong technology suite.

Supporting our community

Glen Izzard proudly serves as Treasurer for the Meaford Chamber of Commerce, contributing his financial expertise to support local businesses and drive economic development in the region. His volunteer role includes overseeing financial reporting, ensuring transparency, and providing insights that guide the Chamber’s strategic direction.

Glen volunteers as an Assistant Coach for the Georgian Bay Lightening Hockey program, where he helps mentor young athletes both on and off the ice. He brings dedication, teamwork, and a strong focus on personal development to every practice and game. For Glen, coaching is about more than sport — it’s about instilling values like discipline, confidence, and respect in the next generation.

gordDownie

Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for Green Peak Securities. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. Our commitment reflects our belief in a more compassionate and unified society.

Client Testimonials

10+ YEARS OF PROFESSIONAL INTEGRITY

I have been invested in the markets since 1990. Since the 90s, I have dealt with a variety of advisors over the years and always found them lacking integrity by pushing mainstream products with their own interests in mind. Since I have met Glen, he has changed my mind about the investment profession. During the last 10 years since knowing Glen, he has guided me through good markets, bad markets, and, lately, this COVID-19 pandemic crisis. He has been professional, ethical, and is always available to address any concerns that I would have. I have learned a great deal from Glen over the years and will continue to tap into his expertise and knowledge. — Jeff J., Airline Pilot

 

VALUABLE EXPERTISE

Big thanks to Glen for his exceptional guidance in nailing down the best financial plan that is custom-made for me. As my life moved into another stage, it was really important to get this right. I can call or message him at any time, and his quick replies and time spent sharing his expertise are very valuable to me. I really appreciate Glen's calm, friendly, and respectful manner. Just a very positive experience! — Susan N., Retired Nurse

 

EXPERIENCE & DEPTH OF KNOWLEDGE

Regarding our investments, Glen has done so much, including: his dedication to our relationship, his patience to educate us when needed, explaining complex strategies, giving us confidence in our investments, and allowing us to lean on his experience and depth of knowledge.

—Ron Z., Engineering Executive

HONEST & LOYAL

My husband and I have been clients of Glen for over 10 years and are very pleased with what he has been able to do with our financial portfolio. Although our portfolio is not huge, Glen has made us financially stable in our retirement. He is honest and loyal. We give Glen our best recommendation. — Catherine W., Retired Business Owner

REGULAR, ONGOING CONTACT

I retired in 2010, and we had a lot of financial decisions to make. Glen Izzard helped us set up our LIF and RIFFs and helped organize our existing accounts. My wife retired in 2013 when her RRSP was converted to a RIFF. We are so grateful to have Glen as our advisor. We are in regular contact, not just once or twice a year. We value his advice and guidance and trust him. My son and my son-in-law are also clients. — Al B., Retired Manufacturer

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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.