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

Jerry Letourneau CFP®, CIM®

Wealth Planner

Jerry Letourneau

Wealth Planner

Jerry Letourneau brings over 42 years of experience in the financial services industry, specializing in wealth management and financial planning. His areas of expertise include comprehensive financial planning, tax-efficient strategies, and estate planning, helping clients build and protect their wealth.

He studied business at Niagara College and completed the Life Underwriters Association Training Course and the Investment Fund Institute of Canada program. He also obtained his Certificate of Financial Planning, further strengthening his ability to guide clients toward their financial goals.

Outside of his professional career, Jerry has spent 35 years successfully racing yachts on Lake Ontario, collaborating with teams of skilled sailors and skippers. He believes that financial success is built on trust, clear communication, and consistent effort—principles he upholds in every client relationship.

Email: jerry.letourneau@optimize.ca
Phone: (905) 321-8716

Sameer Amin

Supervising Portfolio Manager

Sameer Amin

Supervising Portfolio Manager

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

Bonnie Gunn

Portfolio Manager

Bonnie Gunn

Portfolio Manager

Email: bonnie.gunn@optimize.ca
Phone: 437-253-8803

Team values

Ethics Above Everything Else

Ethics guide every decision at CFI Wealth Advisors. 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

Client-First Approach

At CFI Wealth Advisors, our clients always come first. We take the time to understand your unique goals, priorities, and challenges, tailoring our advice to suit your specific needs. Our team is committed to providing personalised service, proactive solutions, and unwavering support at every stage of your financial journey.

Timeline

May 1982

Jerry begins his career at Northern Life as a Life Insurance Specialist and Financial Planner, helping clients secure their financial future through tailored insurance and planning solutions.

April 1987

Jerry continues his expertise at North America Life, guiding individuals and families with personalized insurance and financial strategies to protect and grow their wealth.

April 1996

Expanded his focus at YSI Financial, a mutual fund dealer, where he combined investment and insurance planning to provide clients with well-rounded financial solutions.

February 2011

Jerry founds CFI Wealth Advisors and later joins Optimize Wealth Management, where he continues to offer comprehensive financial planning, tax-efficient strategies, and estate planning, helping clients achieve their long-term financial goals with confidence.

Supporting our community

Advancing pediatric health is a key focus for CFI Wealth Advisors. 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.

CFI Wealth Advisors 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.

Fincor is deeply committed to giving back to their local communities by supporting the Edmonton & St. Albert Food Banks. Recognizing the importance of food security, they actively participate in donation drives, fundraising events, and volunteer initiatives to ensure families in need have access to essential resources. Their efforts not only address immediate needs but also contribute to broader initiatives aimed at reducing food insecurity and creating a stronger, more resilient community.