Since 1999, Greg has been helping individuals, families, and business owners reach financial freedom across Canada. He has worked hard to learn the ins and outs of the industry, so people can have successful financial futures. He has made it his mission to help his clients reach a peaceful financial state of mind.
When he isn't with his clients, Greg enjoys being in nature and spending time with his family.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At The Burke Group, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.
Meet the team
.jpg)
.jpg?width=800&height=800&name=greg%20burke%20(2).jpg)
Greg Burke
Wealth Planner
- Email: greg.burke@optimize.ca
- Phone: (902)-468–8594
.png)
.png?width=625&height=625&name=optimize%20(3).png)
Keisha Vincent-Cain
Administrative Assistant
- Email: keisha.vincentcain@optimize.ca
- Phone: (902)-468-8594


Sameer Amin, MBA, CIM®
Portfolio Manager
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
- Email: sameer.amin@optimize.ca
- Phone: (437)-253-1346


Phillip Soares, CIM® , PFP®
Associate Portfolio Manager
Phillip Soares is an Associate Portfolio Manager at Optimize, bringing over 10 years of experience to financial services. He takes a client-centred approach — backed by his technical expertise and commitment to building lasting relationships — so he can deliver high-quality advice.
He holds a Bachelor of Commerce in Economics, Management Science, and Finance from Toronto Metropolitan University. He has also acquired the Chartered Investment Manager and Personal Financial Planner designations, reflecting his dedication to professional growth.
One of Phillip’s proudest accomplishments has been building his practice from the ground up. He has cultivated long-standing relationships through hard work, maintaining integrity, and consistently focusing on clients’ evolving goals.
Phillip is proud of his Portuguese heritage and is devoted to his family. He draws inspiration from being a husband and father. Outside of work, he considers himself a “mostly-retired DJ” who still enjoys hunting for records. He is also a passionate soccer and football fan, but spends time on the pickleball court.
- Email: phillip.soares@optimize.ca
- Phone: (437)-253-3736
Team values

Clients First, Always
At The Burke Group, putting clients first isn’t just a value — it’s our guiding philosophy. Every interaction, decision, and strategy is rooted in understanding and prioritizing our clients’ unique situations and goals. We are dedicated to delivering personalized, thoughtful guidance and fostering long-term relationships to achieve financial success.
Ethics Above Everything Else
Ethics guide every decision at The Burke Group. We believe a strong moral compass is essential to delivering high-quality service. By adhering to sophisticated ethical standards and industry regulations, we make sure our clients receive the most updated and accurate advice as it relates to their portfolios and personal values. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.


Empowering Through Education
Staying informed and knowledgeable is one of The Burke Group’s top priorities. We track industry trends and market shifts so that clients’ strategies reflect current realities. We also keep clients in the loop by sharing easy-to-understand articles, podcasts, and video reels. This ongoing learning cadence informs our clients and empowers them to take control of their financial futures.
Supporting our community

The Burke Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

Advancing pediatric health is a priority for The Burke Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

Promoting cultural awareness and unity is important to The Burke Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.