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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We got beyond just managing your money. We fuse innovative technology, modern strategies and a philosophy of integrity to optimize your financial journey. We provide honest, personalized advice with a proactive, high-touch experience.

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Meet the team

Gustav
Gus Lundquist, CFP®, EPC
Investment Advisor (Pending Registration)
dylan-kerney-headshot
Dylan Kerney, CIM®
Portfolio Manager
Daniel DiCarlo
Associate Portfolio Manager

Team values

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Our Commitment to Clients

At The Lundquist Group, every decision is guided by what best serves our clients. We take a thoughtful and individualized approach, taking time to understand each person’s goals, circumstances, and long term vision. This allows us to create strategies that provide lasting clarity and confidence. Our aim is to ensure that every client feels heard, supported, and well guided throughout their financial journey. By offering a truly personalized and inclusive experience, we help clients move toward both their immediate goals and their future aspirations.

Values-Driven Philosophy

The Lundquist Group is guided by a philosophy that places trust, integrity, and transparency at the centre of everything we do. We focus on creating experiences that go far beyond routine transactions, fostering genuine connections with the clients we serve. With an emphasis on care, honesty, and accountability, we tailor our guidance to support each client’s financial goals with clarity and confidence. This values-based approach ensures clients receive not only informed advice, but also a reliable and supportive partnership throughout their financial journey.

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Long-Term Relationships

The Lundquist Group is dedicated to developing lasting relationships built on thoughtful guidance and steady support. We encourage open and honest communication, allowing clients to share their evolving circumstances so we can adjust our advice as life changes. Our goal is to serve as trusted partners who offer reassurance, clarity, and peace of mind. Clients can feel confident knowing they have a team that will stand beside them through every stage, challenge, and opportunity along their financial journey.

Timeline

2005–2010

Gus began his advisory career at Investors Group Financial as a Financial Advisor, where he supported individuals and families with foundational financial planning, investment guidance, and cash-flow management. This period helped shape his client-first approach and commitment to clear, practical advice.

2010–2011

He transitioned into a Compliance Officer role at Canada Loyal Financial, gaining valuable experience in regulatory oversight, governance, and ethical standards within the financial services industry.

2011–2020

Gus joined De Thomas Financial as a Senior Advisor and Elder Planning Counsellor, where he worked closely with clients on comprehensive financial planning, tax-efficient strategies, estate planning, and later-life financial decisions. During this time, he deepened his focus on helping clients navigate complex life transitions with confidence.

2020–Present

Gus is currently a Certified Financial Planner and Elder Planning Counsellor with Investia Financial Services Inc. In this role, he guides clients through a proven, adaptable planning process designed to support sound financial decision-making, long-term stability, and meaningful progress toward personal goals.

Supporting our community

Community involvement is an important part of The Lundquist Group’s values and commitment to making a meaningful impact beyond financial planning. Gus is actively involved with Trinity Baptist Church, where he volunteers in a variety of capacities, supporting church programs, courses, and community events that strengthen connection and support within the local community.

mission thrift store

The Lundquist Group also supports the work of Mission Thrift Stores / Bibles for Missions through Gus’s role as a volunteer, non-paid board member. By participating in monthly board meetings focused on governance and store operations, he helps contribute to initiatives that extend support both locally and internationally. This involvement reflects the group’s commitment to service, stewardship, and giving back to the communities they serve.

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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.