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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 The Wiebe Team, 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

Terry Wiebe, BBA, CIM®
dylan-kerney-headshot
Dylan Kerney, CIM®
Portfolio Manager
Daniel DiCarlo
Daniel DiCarlo
Associate Portfolio Manager

Team values

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Integrity and Transparency

For over three decades, The Wiebe Team has built its reputation on integrity and transparency. Every one of our client interactions is guided by honesty, professionalism, and a genuine commitment to doing what is right for our clients. This approach fosters trust, and makes sure that our clients can feel confidence in the advice and guidance they receive. 

Client-Centred Approach 

The Wiebe Team believes that each client has a unique financial journey ahead of them. By prioritizing clear communication, thoughtful follow-ups, and custom strategies, we make sure that every client feels individually valued and understood. Through this personalized, client-centred focus, our team can provide confidence for every step of the financial planning process. 

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Group 1976 (1)

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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Guidance for Stability and Growth

Guided by our philosophy of long-term security, we design strategies that help our clients pursue their goals with stability and sustainable growth. Through our consistent, proactive advice and support, our clients gain the peace of mind of knowing that their financial future is being carefully managed at every stage of their life. 

Timeline

October 1991 – June 1994

Terry began his career as an Investment Advisor at Midland Walwyn, developing foundational expertise in investment strategies and client relationship management.

October 1992

Launched his own wealth management practice, marking the start of a career dedicated to providing personalized financial planning and investment solutions.

June 1994 – February 1999

Founded and operated Capital Investments – Moneywatch Consultants, expanding his wealth management services and building a client base.

February 1999 – September 2001

Served as an Investment Advisor at Altara Securities, broadening his experience in portfolio management and financial planning solutions.

September 2001 – May 2005

Worked as an Investment Advisor at Scotia McLeod, further developing expertise in investment advisory and client-focused strategies.

February 2003

Earned the Fellow of the Canadian Securities Institute (FCSI) designation, reflecting professional excellence and commitment to the financial services industry.

September 2004

Achieved the Certified Financial Planner (CFP®) designation, reinforcing his expertise in comprehensive financial planning.

May 2005 – January 2006

Joined Leede Financial as an Investment Advisor and Assistant Branch Manager, later becoming Vice President. During his time at Leede, he provided holistic wealth management solutions, while leading and mentoring a team of advisors.

June 2014

Appointed Assistant Branch Manager and Vice President of Leede Financial, marking a significant leadership milestone in his career.

January 2018

Received the Chartered Investment Manager (CIM) designation, enhancing his ability to provide advanced portfolio management and investment strategies to clients.

January 2026

The Wiebe Team joins Optimize Wealth Management as a continuation of their mission to provide the best financial services to their clients.

Supporting our community

The Wiebe Team is proud to support The Salvation Army Canada through regular donations and participation in fundraising efforts. The Salvation Army’s programs provide essential services such as food, shelter, and support for individuals and families in need. By contributing to this long-standing organization, The Wiebe Team helps ensure that vulnerable members of the community receive the care and resources they deserve.

 

Big Brothers Big Sisters of Canada

Committed to fostering mentorship and opportunity, The Wiebe Team also supports Big Brothers Big Sisters of Canada through donations and fundraising initiatives. This organization creates meaningful, one-on-one mentoring relationships that inspire young people to reach their full potential. By giving back, The Wiebe Team helps empower youth and strengthen the bonds that make communities thrive.

Dedicated to helping families build a better future, The Wiebe Team proudly supports Habitat for Humanity through regular donations, participation in fundraising, and involvement in new home builds. These efforts contribute to providing safe, affordable housing for families across Canada, helping create stability, independence, and stronger communities.

The Wiebe Team supports Thompson Rivers University (TRU) by providing and raising scholarship funds for students pursuing their academic goals. This commitment to education reflects the team’s belief in the importance of opportunity and growth, helping future generations gain the tools and support they need to succeed.

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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.