Your partner in personalized, full-service wealth management

Ron Graham has over 30 years of experience in financial services, taking pride in his thoughtful, client-focused approach to wealth management.. Focusing on building trust, dedication, and exceptional client service, Ron guides individuals and families through the complexities of financial decision-making. 

His areas of expertise involve financial planning, wealth creation, tax-efficient strategies, and estate planning. Whether navigating long-term goals or daily financial priorities, Ron remains a steady and knowledgeable partner, creating strategies to meet each client’s evolving needs.

Ron holds an Honours Bachelor of Arts and a Master of Arts in Physical Education from the University of Western Ontario, as well as a Bachelor of Education from the University of Ottawa. He has earned the Certified Financial Planner (CFP®) designation, representing his commitment to delivering trusted, professional advice.

Ron is known not only for his financial acumen but also the unique brand of personal service he offers. Clients often turn to him as their first point of contact, not only for financial matters, but for guidance on various life decisions. 

Beyond work, Ron is a passionate community leader and lifelong volunteer. He has been involved in charities and fundraisers throughout his life, with a particular focus in the Ottawa region. As a dedicated coach and mentor for over 40 years, Ron continues to serve as a Hockey Canada instructor. He also founded and runs a neighbourhood hockey program for youth aged 7 to 12, helping instill teamwork, confidence, and community in the next generation.

Ron believes in a philosophy of trust, clear communication, and dedication. He knows financial success is a journey best taken with a reliable guide — someone who listens, adapts, and shows up when it matters most.

Tracey Graham brings a unique blend of education, leadership, and client-focused service to her role in financial services. With a background rooted in teaching and curriculum design, Tracey offers a thoughtful, communicative approach, helping clients feel understood, supported, and empowered in their financial journeys.

Tracey holds a Bachelor of Physical Education from the University of Western Ontario, as well as a Bachelor of Education and Master of Education in Curriculum Design from the University of Ottawa. Her commitment to lifelong learning is reflected in her transition from education to financial services, where she holds a Mutual Funds Dealers Association (MFDA) license.

Her experience in education has sharpened her ability to listen, guide others with clarity, and lead with compassion. She takes pride in building meaningful connections and offering lifelong support to individuals and families.

Tracey is also proud of her roles as parent and partner, having raised two children and supported her spouse in his career as a financial advisor. She understands firsthand the value of teamwork, dedication, and resilience — principles she applies both personally and professionally.

Outside the office, Tracey enjoys staying active and spending time with family and friends.

Ryan Moroney is a Portfolio Manager at Optimize who helps clients align their investments with long-term goals. He believes portfolio management is more than asset allocation — it’s about providing steady guidance, clear communication, and high-quality support through each financial decision.

Problem-solving has always come naturally to Ryan; it’s what drew him to financial services. He finds purpose in tackling complex challenges and designing personalized strategies with advisors, while witnessing clients gain clarity and confidence along the way. 

When he’s not working, Ryan recharges by travelling and attending live music events. These experiences help him maintain a balanced life full of diverse perspectives.