Brian Wells is an Associate Portfolio Manager at Optimize, supporting a wide network of advisors while managing relationships with high-net-worth individuals and business owners. He focuses on helping clients navigate complex financial decisions, using a personalized, client-centred approach. With each relationship, he aims to preserve wealth, optimize growth, and guide clients toward their long-term goals.
Brian’s passion for finance started early, thanks to his father, who introduced him to investing at the age of 12. That early exposure sparked a lifelong interest in markets and a drive to help others make informed financial decisions. Today, he brings that same curiosity and dedication to every client relationship.
He takes the time to understand each client’s goals, values, and financial landscape, then builds portfolios designed to meet their long-term objectives. Backed by a team of experienced professionals, Brian leverages Optimize’s disciplined investment approach, advanced technology, and access to institutional-level opportunities to deliver thoughtful, diversified solutions.
Outside of work, Brian enjoys hiking, travelling, playing hockey and golf, writing music, and giving back through mentoring and volunteer work. He values the culture of collaboration at Optimize and finds the most rewarding part of his role is building strong relationships to help clients achieve clarity, confidence, and peace of mind.