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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 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

Chris Gerlinsky
Chris Gerlinsky, CFP, CHS, EPC
dylan kerney
Dylan Kerney, CIM®
Portfolio Manager
Daniel DiCarlo
Associate Portfolio Manager

Team values

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Integrity in Action

At Lavoro Wealth Management, integrity guides every decision and recommendation we make. We lead with honesty, accountability, and respect, always putting our clients’ interests first. By doing what is right, being dependable, and following through on our commitments, we build long-term relationships rooted in trust and mutual respect.

Clarity Through Transparency

We believe transparency and clear communication are the foundation of strong financial relationships. By simplifying complex financial concepts and maintaining open, honest conversations, we help clients fully understand their options. This approach empowers clients to make informed decisions with confidence and feel supported at every stage of their financial journey.

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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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Long-Term Focus

We take a disciplined, patient approach to financial planning and wealth building. Rather than reacting to short-term market changes, we remain focused on long-term strategies aligned with each client’s goals. Through thoughtful planning and steady guidance, we help clients stay on track and build lasting financial outcomes over time.

Timeline

2002 – 2005

Chris Gerlinsky worked with London Life Insurance as a Financial Security Advisor, gaining early experience supporting clients with their financial and insurance needs.

2005 – Present

He has been working with Lavoro Financial Group Ltd, providing ongoing financial planning services to clients.

2005 – 2017

During this time, Chris was a top firm qualifier on a yearly basis and was recognized as an office of choice for advisor succession, highlighting the consistency and stability of his practice.

2018 – 2026

Chris served as a Senior Investment Advisor with Harbourfront Wealth Management, further expanding his investment-focused role while continuing to support clients.

Supporting our community

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The Lavoro Wealth Management is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects the team’s belief in fostering a brighter future and ensuring every child has access to quality education.

 

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Advancing pediatric health is a priority for Lavoro Wealth Management. By contributing to SickKids, they support groundbreaking research and provide world-class healthcare for children. Their involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring their dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key focus for Lavoro Wealth Management. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement reflects a 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.