Skip to content

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.

Watch Video

Meet the team

Fabiola Cardenes
Fabiola Cardenas, CFP®
Investment Advisor (Pending Registration)
Mathew Cain (1)
Mathew Cain, CIM® Portfolio Manager
Thierry
Thierry Vallée, CFA® Portfolio Manager

Team values

1

Guided by Purpose

At Hestia Fortuna Private Wealth, we believe wealth is about more than numbers or investment returns. It represents freedom, security, peace of mind, and the ability to create a lasting impact. Our role is to help clients align their financial decisions with the life they want to live today and the legacy they hope to leave behind. Every plan is built with intention, ensuring strategies reflect personal values, long-term goals, and what matters most across generations.

Listening First 

Strong financial guidance begins with understanding, not assumptions. We take the time to listen carefully, ask thoughtful questions, and gain clarity around each client’s priorities, concerns, and vision for the future. By building relationships through open and respectful conversation, we ensure every recommendation is personal, relevant, and grounded in trust. Listening first allows us to provide guidance that feels meaningful, informed, and truly aligned.

2
3-2

Clarity Through Confidence

Financial planning should bring clarity, not confusion. At Hestia Fortuna Private Wealth, we focus on simplifying complex decisions into strategies that feel understandable, practical, and aligned with each client’s goals. By providing clear explanations and thoughtful guidance, we help clients make informed choices with confidence. Our approach is designed to reduce uncertainty and create a steady sense of direction, no matter what stage of life a client is in.

Supporting our community

Firstbook Logo

Hestia Fortuna Private Wealth is dedicated to supporting equitable access to education for children in low-income communities. Through our involvement with First Book Canada, we help reduce barriers to learning by providing essential resources to educators and students. This commitment reflects our belief in creating brighter futures and ensuring every child has the opportunity to succeed through quality education.

 

logo-SickKids-320x200

Advancing pediatric health is another priority for our team. Through our support of SickKids, we contribute to groundbreaking research and the delivery of world-class care for children. This involvement helps improve health outcomes while offering hope and healing to families during difficult times. Our commitment reflects our dedication to strengthening the wellbeing of young patients and fostering healthier communities.

Downie-Wenjack-New-Logo-2

Cultural awareness and connection are important values for Hestia Fortuna Private Wealth. Through our support of The Gord Downie & Chanie Wenjack Fund, we help advance reconciliation initiatives and encourage greater understanding between Indigenous and non-Indigenous communities across Canada. This commitment reflects our dedication to building a more inclusive, compassionate, and respectful future for generations to come.

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.