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

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Meet the team

Jeffery Beck CFP®, CIM®
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
Brian Wells, CIM®
Associate Portfolio Manager

Team values

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Honesty

Honesty is the foundation of everything that we do at The Beck Group. We believe that all clients deserve clear and understandable advice, so as to make the best financial decisions possible. We prioritize making all options, risks and opportunities fully transparent to our clients, breaking them down without unnecessary confusion or complexity. Rather than offering generic solutions, The Beck Group provides thoughtful, personalized guidance rooted in truth and trust.

Integrity

Integrity is more than just a principle to The Beck Group. To us, integrity is an ongoing dedication to always act in the best interest of our clients. Every recommendation we make is based on care, due diligence and a strong ethical foundation. We believe in doing what is right for our client, even if it’s not the easiest path. The Beck Group holds itself to the highest standards of professionalism - following through on commitments, maintaining consistency in our guidance, and treating every client with the utmost respect. 

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Communication

Effective communication is at the heart of all our client relationships. The Beck Group understands that financial planning is an extremely complex topic for the uninitiated. This is why we make sure our communication is clear, open and proactive. We also understand that listening is just as important as explaining. It’s important to us that we understand every client’s needs, goals, and concerns before offering any solutions.

Timeline

January 1995 - 2018

Worked as a Financial Advisor at ICM, where he gained extensive experience in financial planning, retirement strategies, and wealth management. Over two decades, he helped clients navigate various market conditions and develop tailored financial solutions.

April 2018 - Present

Joined Optimize Wealth Management as a Wealth Planner, where he continues to provide comprehensive financial planning services. At Optimize, he focuses on retirement planning, tax-efficient strategies, and estate planning, leveraging his experience to help clients achieve their long-term financial goals.

Supporting our community

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Through our contributions to SickKids, The Beck Group supports groundbreaking medical research and world-class healthcare for children. Our involvement helps improve health outcomes for kids, while also offering hope and support to their families. This underscores our commitment to advancing pediatric healthcare in our community.

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The Beck Group is also committed to supporting equitable education for children in low-income communities. Through our involvement with First book Canada, we help remove barriers to learning through providing essential resources and opportunities for educators and students alike. This reflects our dedication to working towards a future where every child has access to a quality education.

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Through our support of the Gord Downie & Chanie Wenjack Fund, The Beck Group contributes to fostering understanding and reconciliation between Indigenous and non-Indigenous communities across Canada. This involvement highlights our commitment to creating a more inclusive, unified, and compassionate society.

@ 2025 - Optimize Asset Management

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.