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

Greg Burke

Wealth Planner

Greg Burke

Wealth Planner

Since 1999, Greg has been helping individuals, families and businesses reach financial freedom all across Canada, though he is proud to be Nova Scotia born and raised. With humble beginnings in Glace Bay, Greg has worked hard to learn the "in's and out's" of the financial industry helping others to be as successful as himself. 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 spending us much time as he can outside in nature and with his family.

Email: greg.burke@optimize.ca
Phone: 902-468–8594

Sameer Amin

Supervising Portfolio Manager

Sameer Amin

Supervising Portfolio Manager

Email: sameer.amin@optimize.ca
Phone: 437-253-1346

Phillip Soares

Associate Portfolio Manager

Phillip Soares

Associate Portfolio Manager

Email: phillip.soares@optimize.ca
Phone: 437-253-3736

Team values

Clients First, Always

Putting clients first is not just a value; it’s our guiding philosophy at The Burke Group. Every interaction, decision, and strategy is rooted in understanding and prioritising our clients’ needs and goals. We are dedicated to delivering personalised, thoughtful guidance that helps clients achieve financial success while fostering long-term relationships built on trust and care.

Ethics Above Everything Else

Ethics guide every decision at The Burke Group. We believe that a strong moral compass is essential to delivering truly exceptional service. By adhering to the highest ethical standards, we ensure our clients receive unbiased, honest, and transparent advice. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

Always Doing the Right Thing

At The Burke Group, integrity is our foundation. We are committed to doing the right thing, even when no one is watching. This unwavering dedication to ethical practices ensures that every action we take reflects honesty, accountability, and respect for our clients. By consistently prioritising what is right, we build trust and create meaningful relationships that stand the test of time.

Supporting our community

The Burke 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.

Advancing pediatric health is a key focus for The Burke 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.

Promoting cultural awareness and reconciliation is an important value for The Burke 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.