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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 NorthShore Financial & Insurance Services Ltd, 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

Northshore David
David Krug, CFP®
Investment Advisor (Pending Registration)
Northshore 2
May Monaghan
Associate Advisor
cesar cossio
Cesar Cossio, CFA®
Portfolio Manager

Team values

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Personalized Advice for Every Client 

At NorthShore Financial & Insurance Services Ltd, we believe every financial plan should be as unique as the person it’s designed for. Our team takes the time to understand each client’s goals, priorities, and circumstances before developing personalized strategies. By building relationships first, we provide advice that evolves alongside our clients through every stage of life.

Communication Built on Trust

We believe effective communication is the foundation of every successful relationship. By listening first and providing clear, straightforward guidance, we help you understand your options and make informed financial decisions with confidence. Our commitment is to be accessible, responsive, and supportive at every stage of your journey.

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Focused on Your Financial Future

Financial goals can change as life evolves, and we believe your financial plan should evolve with them. Our team is committed to helping you navigate life's milestones with thoughtful guidance and proactive planning. By keeping your long-term objectives at the center of every decision, we help you stay focused on building a secure and confident financial future.

Supporting our community

girl hockey

Supporting local youth and creating opportunities through sport has long been a priority for NorthShore Financial & Insurance Services Ltd. For the past five years, our team has proudly sponsored girls' hockey in Georgetown, helping encourage teamwork, confidence, and personal growth. We believe investing in young athletes helps strengthen our community and creates lasting opportunities for future generations.

halton healthcare

Giving back to our local community is an important part of who we are. As a proud corporate donor to Georgetown Hospital for the past two years, NorthShore Financial & Insurance Services Ltd. has helped provide funding that supports essential healthcare services and enhances the quality of life for local residents. We are proud to play an active role in building a stronger, healthier community.

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Creating positive change extends beyond our local community. Through our contribution to a Carleton University initiative in Tanzania, we helped fund the construction of basketball courts, creating safe spaces where young people can stay active, build friendships, and develop valuable life skills. We are proud to support initiatives that create opportunities, inspire growth, and make a lasting difference.

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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.