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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 dream lifestyles. At Optimize, Guy employs a thoughtful and personalized approach, guiding each family through the creation of a personalized wealth management strategy.
This process involves identifying opportunities to improve financial situations, designing investment portfolios tailored to assets and risk tolerance, and ensuring the establishment of a solid estate plan. Through this comprehensive financial service, Guy provides his clients the confidence to dream big - and the certainty that those dreams are achievable.
Guy is dedicated to supporting clients through every stage of their financial journey. From initial strategy to ongoing progress reviews, he ensures clients are always informed and empowered. His goal is for clients to be active participants in the process, and be there for them every step of the way.
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.
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.
Meet the team
Guy Burberry
Wealth Planner
- Email: guy.burberry@optimize.ca
- Phone: (905) 358-6663
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
- Email: nick.cup@optimize.ca
- Phone: (416) 900-3887
Stuart Hinshelwood, CIM®
Portfolio Manager
Stuart Hinshelwood is a Portfolio Manager at Optimize who helps clients select investment strategies that match their goals and risk tolerance. He works closely with clients and advisors to create resilient portfolios that adapt as client needs and markets change. He strives to provide clarity on how investment decisions support long-term outcomes.
Early in his career, Stuart was inspired when he listened to a Portfolio Manager speak passionately about his job. He was drawn to the profession’s combination of continuous learning and the opportunity to make a genuine difference.
For Stuart, the most rewarding part of his role is simplifying complex financial concepts into comprehensible action plans. He takes pride in breaking down sophisticated topics into clear, straightforward guidance that helps clients feel confident in their decisions.
Beyond his role at Optimize, Stuart enjoys an active lifestyle of hockey, lacrosse, golf, tennis, cycling, and chess. He also values time with his family and being involved in his kids’ sports and activities.
- Email: stuart.hinshelwood@optimize.ca
- Phone: (416) 964-5297
Team values
Core Principles That Build Trust
Integrity, transparency and thoughtful collaboration are the guiding principles at The Burberry Group. These values ensure that every client, and their goals, are at the center of all our planning efforts. By adhering to these core beliefs, our team can deliver meaningful financial experiences. Our commitment to these principles ensures personalized strategies that align with each client’s unique needs and long-term goals.
Exceptional Service Through Connection
Exception service and open communication set The Burberry Group apart in an often impersonal industry. Clients benefit from direct access to their advisor, creating a seamless, responsive experience. By taking the time to thoroughly understand each client’s unique circumstances, our team can design strategies customized to best address their needs. Regular, transparent updates ensure our clients feel valued and informed throughout their financial journeys.
Proactive, Tailored Financial Planning
Proactive financial advice tailored to each client’s wealth management goals is at the heart of The Burberry Group’s approach. Consistent portfolio reviews and thoughtful updates foster collaboration and ensure strategies remain aligned with long-term objectives. This personalized and caring approach helps clients achieve peace of mind and the lifestyle they envision. By prioritizing client needs and delivering tailored solutions, the team exemplifies their belief in the power of proactive, thoughtful financial planning.
1997
Guy Burberry began his career in financial services, establishing a practice dedicated to providing client-centric financial advice.
June 2003
Expanded services to include comprehensive financial planning, adopting a holistic approach to meet clients’ unique needs
March 2010
Surpassed 500 clients served, a milestone that highlighted the effectiveness of Guy’s personalized and results-driven approach
October 2015
Received a regional award for Excellent in Wealth Management, recognizing Guy’s commitment to delivering exceptional results for clients.
January 2020 - Present
Introduced a new client communication platform to enhance transparency and ensure consistent updates.
Supporting our community
The Burberry Group is a proud supporter of Big Brothers Big Sisters of Niagara, reflecting their commitment to giving back to the community. Our involvement spans several years, showcasing a passion for fostering mentorship opportunities and empowering local youth. Through our partnership, The Burberry Group demonstrates its dedication to creating positive, lasting impacts on the lives of young people in the Niagara Falls area.
Contributing to SickKids helps advance pediatric health through groundbreaking research and world-class care. The support provided ensures that every child has access to innovative clinical treatments and the opportunity to benefit from cutting-edge healthcare. This commitment reflects a shared belief in improving children’s lives and fostering a brighter, healthier future for families in need.
Supporting the Gord Downie & Chanie Wenjack Fund reflects a dedication to fostering cultural understanding and advancing reconciliation between Indigenous and non-Indigenous peoples in Canada. Inspired by Chanie’s story and Gord’s vision, this involvement underscores a commitment to creating a more inclusive society while helping to build a better future for all Canadians.