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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 HM Wise Asset Management, 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

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Mike Wise
Investment Advisor
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Dylan Kerney, CIM®
Portfolio Manager
Daniel DiCarlo
Daniel DiCarlo
Associate Portfolio Manager

Team values

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Built on Trust and Integrity

At HM Wise Asset Management, trust is the foundation of every relationship. By acting with honesty, transparency, and accountability at all times, clients can feel confident that every recommendation is made in their best interest. Long-term relationships are built through consistency, open communication, and always doing what’s right.

A Truly Client-Centred Approach

HM Wise Asset Management is built around the belief that every client’s situation is unique. By taking the time to listen first and understand individual goals, priorities, and concerns, advice is tailored to support what matters most. The focus goes beyond numbers, helping clients make decisions that support both their financial wellbeing and overall quality of life.

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Personal Service with Purpose

At HM Wise Asset Management, a more personal approach allows for deeper relationships and better outcomes. By intentionally maintaining a smaller client base, the focus remains on delivering thoughtful, proactive guidance and consistent communication. Clients can expect to feel known, supported, and confident that their plan is being carefully managed over time.

Team values

1992

Mike Wise joined a pension committee overseeing an 8-figure portfolio, gaining early experience in portfolio management

1994–1995

He entered the financial industry as a stockbroker with Great Western Securities

1995

Mike joined Portfolio Strategies Corporation as one of its early advisors

1995–2005

He was part of the early growth of Portfolio Strategies Corporation, helping evolve its investment approach toward a strong focus on risk management

1995–Present

Mike has built a long-term practice focused on personalized advice and lasting client relationships

Supporting our community

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HM Wise Asset Management is committed to helping improve access to education for children in underserved communities. Through support of First Book Canada, the focus is on reducing barriers to learning by providing essential resources to students and educators. This reflects a broader belief in creating opportunity and helping young people build a strong foundation for the future.

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Supporting the health and wellbeing of children is an important priority. Through contributions to SickKids, HM Wise Asset Management helps advance research and support the delivery of leading pediatric care. This involvement plays a role in improving outcomes for young patients and supporting families during critical moments.

HM Wise Asset Management believes in the importance of fostering understanding and connection across communities. Through support of The Gord Downie & Chanie Wenjack Fund, the focus is on advancing reconciliation efforts and promoting greater awareness of Indigenous history and perspectives. This reflects a commitment to contributing to a more inclusive and respectful future.

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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.