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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 The Beck Group’s approach to financial planning. Jeff and his team believe that clients deserve clear, straightforward advice that helps them make informed decisions about their financial future. They prioritize full transparency, ensuring clients understand their options, risks, and opportunities without confusion or unnecessary complexity. Rather than offering generic solutions, The Beck Group provides thoughtful, personalized guidance rooted in truth and trust. By fostering an open and honest dialogue, they build lasting relationships based on reliability and respect. 

Integrity

At The Beck Group, integrity is more than just a principle—it’s a commitment to always acting in the best interests of their clients. Jeff and his team take a client-first approach, ensuring that every recommendation is made with care, diligence, and a strong ethical foundation. They believe in doing what’s right, even when it’s not the easiest path, and hold themselves to the highest standards of professionalism. Integrity means following through on commitments, maintaining consistency in their guidance, and treating every client with the same level of respect and dedication. 

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Communication

Effective communication is at the heart of every client relationship at The Beck Group. Jeff and his team understand that financial planning can be complex, so they prioritize clear, open, and proactive communication. They believe listening is just as important as speaking, ensuring each client’s needs, goals, and concerns are fully understood before offering solutions. By simplifying financial concepts and providing clear, actionable advice, The Beck Group helps clients feel informed and confident in their decisions. 

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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Advancing pediatric health is a key focus for The Beck Group. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes while offering hope and healing to families, underscoring their commitment to bettering lives and strengthening communities.

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The Beck Group is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects their dedication to fostering a brighter future where every child has access to quality education and the tools they need to succeed.

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Promoting cultural awareness and reconciliation is an important value for The Beck Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. This involvement highlights their commitment to creating a more inclusive, unified, and compassionate society for future generations.

@ 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.