With over 27 years of experience in the financial services industry, Guy Burberry is a seasoned expert in wealth management and financial planning, dedicated to helping clients achieve their goals and live their dream lifestyles. At Optimize Wealth Management, Guy employs a thoughtful and personalized approach, guiding each family through the creation of their unique Personal Wealth Management Strategy. This process involves identifying opportunities to improve their financial situation, designing investment portfolios tailored to their assets, time horizons, and risk tolerance, and ensuring a solid estate plan is in place to protect their legacy. By addressing every aspect of financial planning, Guy provides his clients with the clarity, confidence, and peace of mind they need to focus on what matters most—pursuing their dreams.
Guy’s comprehensive and client-centric approach is designed to support clients throughout every stage of their financial journey. From initial strategy development to ongoing progress reviews, he ensures clients are informed and empowered every step of the way. His goal is not just to help them achieve financial success but to guide them toward a lifestyle that reflects their aspirations and values, turning their dreams into reality.
A proud graduate of the University of Western Ontario, Guy’s commitment to his clients extends beyond financial planning. Outside of his professional achievements, Guy is an adventurer at heart with a passion for making meaningful connections. When he’s not meeting with clients, he enjoys traveling, playing drums in a band, and spending time boating with family and friends on the Niagara River. He’s also an avid motorcyclist who loves exploring the scenic backroads of the Niagara Region, finding joy in life’s simple pleasures and sharing them with loved ones.