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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 Team Fleming, 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

John Fleming, DFSA, M.Sc
Investment Advisor
Brian Louisy
Wealth Planner Associate
Ryan Moroney, MBA, CIM®
Portfolio Manager

Timeline

April 2007 – July 2008

John began his career in the financial services industry with Primerica as an Insurance Field Representative, where he gained early experience in client engagement, insurance solutions, and foundational financial guidance.

August 2008 – May 2026

He joined Edward Jones as a Financial Advisor, building a long-standing practice focused on disciplined investing, client relationships, and long-term financial planning. Over the years, John earned consistent recognition for business growth, leadership, and performance, reflecting his commitment to serving clients with clarity and care.

Team values

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Client-First Approach

Team Fleming prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we ensure each client feels valued and supported. Our client-first philosophy drives every decision and strategy that are designed to achieve meaningful outcomes and long-term financial success.

Driven by Ethics

Ethics guide every decision at Team Fleming. We believe a strong moral compass is essential to delivering high-quality service. By adhering to sophisticated ethical standards and industry regulations, we make sure our clients receive the most updated and accurate advice as it relates to their portfolios and personal values. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

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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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Empowering Through Knowledge

At Team Fleming, staying informed and knowledgeable is a top priority. Our team avidly tracks industry trends to provide prompt guidance that reflects the latest market developments. By offering up-to-date strategy recommendations and educating clients on the “why” behind them, we make clients feel well-informed in every decision they make. This commitment to education helps clients feel confident as they navigate their financial journeys.

Supporting our community

Rotary

Team Fleming supports community initiatives that focus on service and local impact. Through our involvement with the Rotary Club of Ajax, we contribute to efforts that help strengthen community connections and support those in need. This involvement reflects our belief that meaningful impact comes from consistent engagement and giving back where it matters most.

 

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Advancing pediatric health is a priority for Team Fleming. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

 

Promoting cultural awareness and unity is important to Team Fleming. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.

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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.