Skip to content

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. We provide honest, personalized advice and a proactive, high-touch experience.

Watch Video

Meet the team

Prasoon
Prasoon Srivastava
Ryan Moroney, MBA, CIM®
Portfolio Manager

Team values

1

Client-First Approach

The Srivastava Group prioritize exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

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

2
3-2

Empowering Clients Through Knowledge

At The Srivastava Group, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Supporting our community

Heart_and_Stroke_2017

The Srivastava Group proudly supports the Heart and Stroke Foundation through annual donations, helping advance life-saving research and education. Their consistent contributions reflect a deep commitment to public health and cardiovascular wellness. By funding innovative initiatives, they assist the Foundation in its mission to prevent disease and promote healthier lives across communities in Canada.

 

logo-SickKids-320x200

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

 

archdiocese-of-toronto-colour-logo---horizontal

The Srivastava Group actively supports the Archdiocese of Toronto’s Annual Golf Tournament by donating prizes and participating in the fundraiser. Their 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.

CIRO-logo CIPF-MEMBER-LOGO

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.