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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 Watermark Financial Group, 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

Jamey Morse, CFP, CIM, BA
David Strachan, CFP, CIM
Associate Portfolio Manager
Deborah Macdonald
Deborah Macdonald
Administrative assistant
Kelly Morton
Kelly Morton
Administrative Assistant
Cesar Cossio, CFA®
Portfolio Manager

Team values

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Trust Built on Transparency  

At Watermark Financial Group, trust starts with transparency. We believe clients deserve clear, straightforward guidance that helps them make informed financial decisions. Our team takes the time to explain options, risks, and opportunities in a way that is easy to understand, without unnecessary complexity.

Integrity in Every Decision

Integrity is central to how we work and how we serve our clients. We are committed to doing what’s right, even when it’s not the easiest path. By holding ourselves to high professional standards, we ensure our guidance is always thoughtful, honest, and aligned with our clients’ best interests.

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Meaningful Client Relationships

We believe strong relationships lead to better outcomes. By listening first and understanding each client’s goals, values, and concerns, we’re able to provide advice that feels personal and relevant. Our approach is built on ongoing communication, trust, and long-term partnership.

Supporting our community

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Watermark Financial Group is committed to supporting equitable access to learning for children in underserved communities. Through our involvement with First Book Canada, we help remove barriers by supporting the delivery of essential resources to educators and students. This commitment reflects our belief in building a stronger future where every child has the opportunity to learn, grow, and succeed.

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Advancing pediatric health is an important focus for Watermark Financial Group. Through our support of SickKids, we contribute to leading research and the delivery of world-class care for children. Our involvement helps improve health outcomes while offering hope and support to families, reflecting our commitment to making a meaningful difference in the lives of young patients and strengthening the communities we serve.

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Promoting cultural awareness and unity is important to Watermark Financial Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and initiatives that foster understanding between Indigenous and non-Indigenous communities in Canada. This involvement reflects our commitment to supporting a more inclusive and compassionate society for generations to come.

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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.