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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Life Long Planning Group, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet the team

Michael Wellard
Michael Wellard
Dylan Kerney, CIM®
Portfolio Manager
Daniel DiCarlo
Daniel DiCarlo
Associate Portfolio Manager

Team values

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Client-First Approach

At Life Long Planning Group, we put our clients first, always. We believe every decision should begin and end with our clients’ best interests in mind. By putting our clients first, we create strategies that not only address their immediate needs but also support their long-term aspirations. For us, it’s not just about the data and strategies, but helping them achieve their personal goals. Our commitment makes each client feel valued, respected, and confident in the financial strategies we design together.

Building Trust & Integrity

Trust is the foundation of every lasting relationship, and we take it seriously at the Life Long Planning Group. That’s why integrity guides everything we do. From portfolio recommendations to strategy adjustments, we adhere to our values and the morals of our clients. They can rely on us to be honest, ethical, and unwavering in protecting their financial well-being, while following industry standards and regulations.

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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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Clear Communication

Communicating in a transparent, timely, and easy-to-understand manner is a must at our firm. At Life Long Planning Group, we take pride in simplifying complex concepts and keeping clients informed at every step of their financial journeys. Our open approach empowers them to make informed decisions and allows us to deliver personalized service that evolves alongside clients’ life stages.

Supporting our community

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Life Long Planning Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we support the removal of barriers to learning and the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future and access to quality education.

 

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Advancing pediatric health is another priority for our team. Our contribution to SickKids enables the process of groundbreaking research and administration of world-class healthcare for children. Our involvement not only supports the improvement of health outcomes, but also offers hope and healing to families. Our contributions underscore our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key focus for Life Long Planning Group. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission of fostering understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects our commitment to creating a more inclusive and compassionate society for future generations.

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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.