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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.

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Meet the team

Michael McLaren, CPCA®, CEA
Investment Advisor
dylan kerney
Dylan Kerney, CIM®
Portfolio Manager
Daniel DiCarlo
Associate Portfolio Manager

Team values

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Client-First Approach

At McLaren Wealth Management, our clients’ goals and peace of mind are at the centre of everything we do. We believe true financial success comes from understanding each client’s unique situation and crafting strategies that are as individual as they are. Every recommendation we make is rooted in putting the investor first, creating financial confidence that permeates every stage of their life.

Transparent Communication

Transparency is how we operate. With every client, we provide clear, unbiased, and honest guidance designed to serve their best interests. By breaking down complex strategies into comprehensible steps and keeping clients in the loop at every stage, we empower investors to make informed decisions. They know they always have a trusted partner by their side.

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Collaborative Expertise

We believe our team’s collective experience delivers stronger outcomes than one can achieve alone. Our collaborative approach allows clients to access in-depth knowledge surrounding various financial strategies, from tax management to estate planning. We create well-rounded solutions that evolve with clients’ needs. 

Timeline

1993-2005

Michael McLaren began his career as a Financial Advisor and Branch Manager at World Source Financial. He built a strong foundation in financial services by developing his client-first approach.

2010-2016

Expanded his leadership and advisory experience at Berkshire Wealth Management, guiding clients through market shifts while mentoring advisors within the branch.

2016-2025

Became a Partner, Financial Advisor, and Branch Manager at Equity Associates Inc., where he played a key role in the firm’s growth. He supported clients with personalized financial strategies that emphasized long-term success.

2025-PRESENT

Joined Optimize Wealth Management with 25 years of experience and a proven leadership track record. He’s committed to delivering comprehensive, customized planning for his clients.

Supporting our community

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McLaren Wealth Management 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 McLaren Wealth Management. 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.