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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

John Aarssen (1)
John Aarssen, EPC
dylan kerney
Dylan Kerney, CIM®
Portfolio Manager

Team values

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Honesty & Integrity

John and his team are guided by honesty and integrity in everything they do. They believe every financial decision ultimately belongs to the client, and their role is to provide the clear information and straightforward guidance clients need to decide with confidence. They take the time to understand each client's goals, explain their options openly, and make sure nothing important is overlooked. This commitment to transparency builds lasting trust and ensures clients always feel informed, respected, and in control of their financial future.

Education & Clarity

Financial, investment, and insurance decisions can often feel overwhelming. For John and his team, education is at the heart of the process. They break down complex strategies into simple, understandable terms so clients know exactly how each part of their plan works and why it matters. From insurance coverage to tax and estate strategies, they help clients understand the reasoning behind every recommendation, empowering them to move forward with greater clarity and peace of mind.

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A Comprehensive, Long-Term Commitment

John and his team believe every part of a client's financial life should work together. They bring investments, insurance, tax, and estate planning into one coordinated strategy, supported by professional portfolio managers and access to products from multiple insurance providers. Because lives, careers, markets, and interest rates are always changing, they review each client's plan annually to keep them focused and on track. This long-term commitment helps clients protect what matters most and build a stronger financial future.

Supporting our community

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John and his team are proud to support the Children's Foundation of Guelph and Wellington, helping to make a meaningful difference in the lives of local children and families. As an amateur painter, John has auctioned several of his paintings and donated 100% of the proceeds to the Foundation. This personal contribution reflects his belief in giving back to the community and helping the next generation have the opportunities they need to thrive.

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John has proudly served on the board of Flying Bow Music Ministry, contributing his time, experience, and leadership to support its work. His involvement reflects his appreciation for the role music plays in bringing people together and enriching the community. Through his board service, John helped support the ministry's mission and its continued ability to share music and connection with others.

fergus lions club

As a former member of the Fergus Lions Club, John was part of an organization dedicated to serving its local community. The Lions Club brings neighbours together to volunteer, raise funds, and support those in need. John's involvement reflects his long-standing commitment to community service and his belief that local support and connection help build stronger, more caring communities.

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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.