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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 Kathy Klassen Financial Strategies, we provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Kathy Klassen, CGA, CPA, CFP®
Kaitlyn Giesbrecht
Administrative Assistant
Brittany Braun
Administrative Assistant
Mathew Cain (1)
Mathew Cain, CIM®
Portfolio Manager

Team values

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Client-First Approach

Kathy Klassen Financial Strategies 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 Kathy Klassen Financial Strategies. 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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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 Kathy Klassen Financial Strategies, 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 clients make well-informed decisions. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Supporting our community

Firstbook Logo

Kathy Klassen Financial Strategies is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by supporting the provision of essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future and connecting every child with the opportunity to access quality education.

 

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Advancing pediatric health is a priority for Kathy Klassen Financial Strategies. By contributing to SickKids, we support groundbreaking research and the provision of world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.

Gord Downie Fund Logo

Promoting cultural awareness and unity is a key focus for Kathy Klassen Financial Strategies. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.

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.