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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. At the Mandarino Group, we provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Tony Mandarino
Antony Mandarino
Investment Advisor
Ryan Moroney, MBA, CIM®
Portfolio Manager

Team values

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Client-First Approach

The Mandarino Group 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 make sure each client feels valued and supported. Our client-first philosophy drives every decision in designing strategies to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of The Mandarino Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By prioritizing the client’s best interests, we create a trusted partnership that inspires confidence and builds a lasting relationship.

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Empowering Clients Through Knowledge

At The Mandarino Group, staying informed and knowledgeable is a top priority. Our team avidly tracks trends to provide in-depth guidance that reflects the latest industry developments. Offering up-to-date strategies and empowering clients through education allows us to help them make well-informed decisions. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Supporting our community

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The Mandarino Group proudly supports the Heart and Stroke Foundation through annual donations, helping advance life-saving research and education. Our regular contributions reflect our deep commitment to public health and cardiovascular wellness. By funding initiatives, we assist the foundation in its mission to prevent heart disease and promote healthier lives across communities in Canada.

 

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Dedicated to children’s health, The Mandarino Group supports SickKids with annual donations. Our contributions help fund critical medical research, cutting-edge treatments, and compassionate care for young patients. This long-term partnership reflects our belief in giving back and improving outcomes for families in need, making a lasting impact on pediatric healthcare across Ontario.

 

The Mandarino Group actively supports the Archdiocese of Toronto’s Annual Golf Tournament by donating prizes and participating in the fundraiser. Our involvement helps raise vital funds for local programs and outreach efforts that strengthen the community. Through this event, they combine their passion for philanthropy and connection with their values, ensuring meaningful support for faith-based charitable initiatives in the region.

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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.