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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

Brian Clark, CFP
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
omar nassar
Omar Nassar
Portfolio Manager

Team values

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Client-Centered Approach

Brian Clark and his team are dedicated to prioritizing the client’s best interests in every decision they make. By taking the time to deeply understand each client’s unique goals, needs, and financial circumstances, they craft personalized strategies designed to foster trust and long-term confidence. This client-first approach ensures that every individual feels valued, supported, and empowered throughout their financial journey. With a focus on delivering an inclusive and tailored experience, Brian and his team help clients achieve both their immediate goals and long-term aspirations.

Values-Driven Philosophy

The Clark Group’s philosophy is built on trust, integrity, and transparency, ensuring that every interaction upholds the highest ethical standards. Brian and his team go beyond transactions, focusing on meaningful connections that empower clients to achieve their financial goals. Through care, honesty, and accountability, they provide personalised advice that inspires confidence. This values-driven approach ensures clients receive not only expert guidance but also a trusted partnership, creating a financial planning experience centred on clarity, reliability, and long-term success.

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Long-Term Relationships

The Clark Group prioritizes building enduring relationships through thoughtful guidance and consistent support. By fostering open communication and adapting to life’s changes, they provide clients with a stable foundation for navigating their financial journey. Brian and his team are committed to being trusted partners who inspire confidence and deliver peace of mind. This dedication to long-term success ensures that clients feel secure and supported, knowing they have a team that will stand by them through every challenge and opportunity 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

He has served as a Certified Financial Planner (CFP), delivering comprehensive financial strategies tailored to clients' needs.

September 2011

He 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 priority for the Clark Group. By contributing to First Book Canada, a nonprofit focused on removing barriers for children in low-income communities, the team helps provide essential resources and opportunities for educators and students. This involvement reflects their commitment to empowering the next generation and fostering a brighter future through education.

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The Clark Group proudly supports SickKids, a renowned research hospital dedicated to advancing pediatric health through groundbreaking research and innovative care. By contributing to this cause, the team helps ensure children have access to world-class healthcare and cutting-edge clinical advancements. This partnership underscores their dedication to improving the lives of children and supporting healthier futures for families.

 

Gord Downie Fund Logo

Promoting cultural understanding and reconciliation is central to the Clark Group’s values. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to efforts that foster meaningful connections between Indigenous and non-Indigenous communities in Canada. This partnership demonstrates their commitment to building a more inclusive and compassionate society for future generations.

 

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Contact Us

(780) 201-0834 brian.clark@optimize.ca

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.