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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We got beyond just managing your money. We fuse innovative technology, modern strategies and a philosophy of integrity to optimize your financial journey. We provide honest, personalized advice with a proactive, high-touch experience.

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Meet the team

Brian Clark, CFP
Wealth Planner
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
omar nassar
Omar Nassar
Portfolio Manager

Team values

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Client-Centered Approach

The Clark Group is dedicated to prioritizing our clients’ best interests in every decision we make. By taking the time to understand each client’s unique goals, needs and financial situation, we can craft personalized strategies built for long-term confidence. This client-first approach ensures that every individual we work with feels valued, supported, and empowered throughout their financial journey. With this focus on delivering an inclusive, tailored  experience, we aim to help clients achieve both short-term and long-term aspirations.

Values-Driven Philosophy

The Clark Group’s believe in a business philosophy that combines trust, integrity, and transparency, ensuring that every client interaction is held to the highest ethical standards. We seek to provide service that goes beyond the transactions, building meaningful connections with our clients. Through the lenses of care, honesty, and accountability, we craft personalized advice designed to help our clients achieve their financial goals. This values-driven approach ensures clients not only receive expert guidance, but also a trusted, reliable partnership during their financial journey.

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Long-Term Relationships

The Clark Group prioritizes building enduring relationships with our clients, through thoughtful guidance and consistent support. We seek to foster open communication, and encourage clients to be frank with us, so that we can adapt our financial advice to their changing life situation. We are committed to acting as trusted partners, inspiring confidence and delivering peace of mind. Our clients know that they have a team that will stand by them through every challenge and opportunity that life presents.

March 1993

Brian Clark began his career in financial services by establishing an insurance planning business aimed at helping clients protect their financial futures.

June 1997

The business expanded to include investment solutions through segregated funds.

March 2000

Brian obtained a mutual funds license, enabling the provision of a broader range of investment options.

January 2003 – Present

Brian began working as a Certified Financial Planner (CFP), and has since then been delivering comprehensive financial strategies tailored to clients’ needs.

September 2011

Brian founded the current team with the mission of providing dedicated wealth planning services to a select number of families.

2012

The team achieved national recognition for its annual sales growth.

2018

The company experienced significant success, achieving 300% growth.

Supporting our community

Firstbook Logo

Supporting equitable education is a charitable priority for the Clark Group. Through our contributions to First Book Canada — a nonprofit focused on removing barriers to literacy for children in low-income communities - our team helps provide essential resources and opportunities for educators and students. This involvement reflects our commitment to empowering the next generation through education

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The Clark Group is proud to support SickKids, a renowned research hospital dedicated to advancing pediatric healthcare through groundbreaking research. Through our contribution to this cause, we help ensure children have access to world-class care and cutting-edge clinical advancements. This partnership underscores our dedication to realizing a healthier future for children and their families across Canada.

Gord Downie Fund Logo

Promoting cultural understanding and reconciliation is of great importance to the Clark Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering meaningful connections between Indigenous and non-Indigenous communities in Canada. This partnership demonstrates our commitment to building a more inclusive and compassionate society for future generations.

@ 2025 - Optimize Asset Management

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.