Ron has been in the financial services industry since 1983. Beginning his career at The Manufacturers Life Insurance Company and being named Rookie of the Year, he became one of the first true life insurance brokers in Canada. He is a founding member of the Independent Life Insurance Brokers of Canada Association (ILIBC) — now known as Independent Financial Brokers of Canada — where he enjoys collaborating with leading financial product developers.
Ron focuses on wealth management and tax efficiency and appreciates the unique skills of his associates — their research, marketing, and client service support.
Providing guidance to clients across Canada and in the U.S., Ron continues to update his product knowledge through continuing education programs. He has also authored articles for various publications.
Outside of work, he actively contributes to the business community. Ron has served for many years as Chair of provincial and national affairs, as well as finance and taxation committees in the London Chamber of Commerce. Currently, he is a member of the Sarnia Chamber of Commerce, where he received the Chamber of Commerce Outstanding Business Achievement Award. He is also a Charter Member and former President of his local Rotary Club.
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.
Meet the team
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Ron Rau, CIP
Wealth Planner
- Email: ron.rau@optimize.ca
- Phone: (519) 337-2001
David Rau
Wealth Planner
With over a decade of experience in the financial services industry, David Rau specializes in wealth management and financial planning. He offers tailored insurance and investment solutions to individuals, families, and small- to medium-sized business owners.
David has built his career on a foundation of continuous growth. He has earned his Life License Qualification Program (LLQP) and Canadian Securities Course certifications, enabling him to assist clients across the insurance, mutual fund, and private wealth sectors.
Believing financial success starts with a solid plan, David focuses on where clients are today and where they want to be. He strives to provide advice that empowers stability and peace of mind.
Outside of work, David is a proud father of three and actively supports his children’s sports, including hockey, swimming, and Taekwondo. You can also find him at local arenas, pools, or even on the ice himself.
- Email: david.rau@optimize.ca
- Phone: (519) 466-5864
Gina Cassidy
Office Manager
With over 30 years of experience in the financial services industry, Gina is an integral part of ClearPath Wealth Group. Gina joined the Sarnia team in 2015 as an Administrative Assistant. Gina was born in Montreal, Quebec but relocated to the Sarnia region in 2010. When Gina isn’t working, she enjoys camping and cruising with her husband, two daughters, and granddaughter.
- Email: gina.cassidy@optimize.ca
- Phone: (519) 337-2001, Ext. 3
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Jesselin Schlender
Administrative Assistant
Since joining ClearPath Wealth Group in 2022, Jesselin has provided efficient administrative support for investment and insurance aspects of the firm. She focuses on providing seamless client support, recordkeeping, and reporting.
Jesselin has a unique background in customer service and administration. She’s currently pursuing her Bachelor’s degree in psychology at the University of Windsor, and has a certificate in organizational management.
Jesselin combines her academic knowledge with practical skills to streamline office operations and implement effective organizational strategies.
Beyond work, she finds joy in travelling and cherishes quality time with her husband and two children.
- Email: jesselin.schlender@optimize.ca
- Phone: (519) 254-7521, Ext. 2
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Falk Hampel
Associate
- Email: falk.hampel@optimize.ca
- Phone: (519) 337-2001
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Randy Chevalier
Associate
- Email: randy.chevalier@optimize.ca
- Phone: (519) 337-2001
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
- Email: nick.cup@optimize.ca
- Phone: (416) 900-3887
Omar Nassar
Associate Portfolio Manager
Omar Nassar is an Associate Portfolio Manager at Optimize who takes an analytical and people-first approach. His love for numbers and problem-solving is what first sparked his interest in financial services, but it was the chance to make a meaningful difference in people’s lives that has kept him committed to the industry.
At Optimize, Omar focuses on understanding each client’s unique circumstances, values, and goals. He provides portfolio recommendations and steady guidance through market shifts, helping clients stay disciplined and confident in their long-term aspirations. His work reduces uncertainty and supports important milestones, which he finds incredibly rewarding.
In his personal time, Omar enjoys playing soccer, tennis, and volleyball. He’s also fond of travelling to experience new cultures and cuisines. Above all, he values time with family and friends.
- Email: omar.nassar@optimize.ca
- Phone: (416) 907-3211
Team values
Client-Centred Approach
At ClearPath Wealth Group, our clients’ needs and goals are at the centre of everything we do. We take the time to understand each client’s unique financial situation, aspirations, and challenges before crafting tailored solutions. Our clients’ best interests drive every decision, and we make sure they receive a personalized experience. Our dedication to a client-first approach creates trust, fosters long-term relationships, and provides the required guidance for clients to confidently navigate their financial journeys.
Empowering Confidence & Security
In an ever-changing financial world, ClearPath Wealth Group is committed to staying ahead of the curve. We actively research new strategies to enhance each client’s financial well-being, leveraging the latest tools and insights to deliver effective solutions. Our dynamic approach makes sure our clients’ financial plans evolve with market shifts and their life situations, empowering them to achieve their goals.
Long-Term Relationships
Trust is built on honesty, and at ClearPath Wealth Group, transparency is at the core of our work. We prioritize clear communication, breaking down complex strategies into simple, understandable terms. By openly addressing every detail and providing straightforward advice, we empower you to make informed decisions with confidence. Our commitment to integrity and open dialogue ensures you always feel supported and fully engaged in your financial planning process.
Timeline
1983–1985
Ron Rau began his career as an Insurance Agent at Manulife Financial.
1985–2006
Ron served as a Partner at Rau, Roe, and Company, working as an Insurance Broker and Investment Advisor.
2006–2014
Ron became the owner of RJ Rau & Associates, specializing in insurance brokerage and investment advisory services.
2014–Present
Ron became a partner at ClearPath Wealth Group, focusing on insurance brokerage and wealth planning services.
2017
David Rau completed his Life License Qualification Program (LLQP) and began his financial services career in the life and living benefits sector.
2017-2019
David transitioned to an Insurance and Investment Advisor at ClearPath Wealth Group, providing clients with tailored insurance and investment solutions.
2020–Present
David serves as a Wealth Planner at ClearPath Wealth Group, leading the firm's wealth management initiatives.
2021
Ron purchased a second and third book of business in Sarnia and Tilbury, significantly increasing assets under management.
2023
ClearPath Wealth Group joined Optimize, successfully transitioning our clients to an enhanced platform that produces elevated financial outcomes.
Supporting our community
ClearPath Wealth Group is proud to sponsor the Sarnia Jr. Sting travel hockey program, demonstrating our commitment to fostering well-being in youth. Our support helps in providing opportunities for skill-building, teamwork, and personal growth, making sure the next generation has the resources to succeed both on and off the ice.
Supporting elite youth hockey is a priority for ClearPath Wealth Group, which is reflected in our sponsorship of the Lambton Jr. Sting AAA hockey program. We believe high-level sports are important; they help young players build confidence, discipline, and a sense of achievement, ultimately helping them reach their full potential.
ClearPath Wealth Group proudly supports Pure Dance Academy, an organization that nurtures artistic expression and personal growth through dance. By contributing to this academy, we champion the arts and help to foster a vibrant cultural community where young dancers can thrive and excel in their craft.