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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.

Chris Marshall (2)
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Meet the team

Chris Marshall (1)
Chris Marshall, DFSA
Mathew Cain (1)
Mathew Cain, CIM®

Team values

1

Client Empowerment

At The Marshall Group, empowering clients is at the heart of everything we do. We simplify complex financial concepts into clear, actionable insights so clients can make informed decisions with confidence. We educate, guide, and support clients in a way that makes them in control of their financial future.

Fiduciary Integrity

We take our fiduciary duty seriously, acting with integrity and always prioritizing our clients' best interests. By committing to ongoing professional development and leveraging the latest tools, we bring both ethical responsibility and expert-level insight to every financial decision.

2
Group 1976 (1)

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.

3-2

Integrity as a Guiding Principle Personalized Service

No two financial journeys are the same. That’s why we craft each plan based not only on where clients are today but where they want to be tomorrow. We take time to understand each client’s unique goals, life stage, and risk tolerance to build personalized strategies. 

Timeline

2013-2016

Started his financial career at Tandia Financial (Teacher Credit Union) as a Teller, Member Solutions Associate, building a solid foundation in client service and banking operations.

2016-2018

Transitioned within Tandia Financial (Qtrade) to become a Wealth Management Advisor, gaining valuable experience in investment planning.

2018-2019

Joined CIBC as a Mobile Investment Consultant, broadening his exposure to retail investment solutions and client relationship management.

2019-2020

Expanded his financial experience at Raymond James as an Investment Advisor Associate, deepening his knowledge of portfolio management in a boutique wealth environment.

2021-2025

Moved into the role of Financial Advisor at Edward Jones, offering comprehensive financial planning and personalized investment strategies to a diverse client base.

Supporting our community

Firstbook Logo

The Marshall Group 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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Chris Marshall and The Marshall Group are proud supporters of the SickKids Foundation, a world-renowned research hospital committed to advancing pediatric care and treatments. After Chris’ own son received a life-saving heart transplant at SickKids, supporting the hospital became a personal mission. Now, through The Marshall Group, Chris and his family raise funds as a way to give back. For instance, Chris hosts an annual golf tournament to support SickKids and help other children and families have access to exceptional healthcare.

Gord Downie Fund Logo

Promoting cultural awareness and unity is a key focus for The Marshall Group. 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.

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.