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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 The Mery 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

Ramsey Mery
Ramsay Mery, BComm
Investment Advisor
cesar cossio
Cesar Cossio, CFA®
Portfolio Manager

Team values

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Client-First Approach

At The Mery Group, 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. 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. That’s why integrity guides everything we do, from client onboarding to financial strategy adjustments. Clients can rely on us to be ethical and unwavering in protecting their financial well-being, while adhering to industry standards and regulations.

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Clear Communication

Communicating in a transparent, timely, and easy-to-understand manner is a must at our firm. By simplifying complex concepts and keeping clients informed at every step of their financial journeys, we empower them to make informed decisions. Our approach allows us to deliver personalized service and proactive advice that evolves alongside clients’ life stages.

Timeline

1985–1988

Ramsay began his career as Manager of the Retail Desk at B.D. Aggarwal & Co. Stock Brokers, gaining foundational experience in capital markets, client service, and portfolio administration.

1988–1995

Launched his wealth management practice, Unity Management, where he built a reputation for personalized investment strategies and strong client relationships.

1994–2000

Continued working at Unity Management until 2000. In 1994, he spearheaded the launch of CAMS Investor Services in Delhi (in collaboration with CAMS). Under his leadership, the centre was recognized as the top investment service centre in India in 1996, reflecting his commitment to excellence in client service and investor education.

2000–2002

Served as Director of Marketing at Excel Funds Management Inc., overseeing national marketing initiatives and supporting the firm’s growth within the mutual fund industry.

2004–2025

Joined London Life/Canada Life/Quadrus as a Financial Advisor, delivering comprehensive financial planning and wealth management solutions to individuals, families, and business owners across Canada.

Supporting our community

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The Mery 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 providing 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. This underscores our dedication to bettering the lives of young patients and fostering healthier communities.

 

Gord Downie Fund Logo

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