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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

Christian Laurence, CFP®, PFP
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
Narges Khalili
Associate Portfolio Manager

Team values

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Clients First, Always

At CPL Investments Inc, our clients are at the heart of everything we do. We take the time to understand their unique financial goals, challenges, and aspirations, ensuring that every recommendation is tailored to their specific needs. By prioritising personalised service and proactive financial strategies, we build lasting relationships that provide value, confidence, and peace of mind at every stage of their financial journey.

Integrity in Every Decision

Integrity is the foundation of CPL Investments Inc's approach. We believe in acting with honesty, transparency, and accountability in all aspects of financial planning. Our clients trust us to provide unbiased, ethical advice that aligns with their best interests. By upholding the highest ethical standards, we create meaningful partnerships built on trust and reliability, ensuring long-term financial success.

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Professionalism That Delivers Results

Excellence and professionalism define the way we serve our clients. At CPL Investments Inc, we are dedicated to providing expert guidance, clear communication, and strategic solutions tailored to each client’s needs. With a commitment to continuous learning and industry best practices, we ensure our clients receive the highest level of service, empowering them to make informed financial decisions with confidence.

Supporting our community

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CPL Investments Inc. is dedicated 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 commitment reflects their belief in fostering a brighter future where every child has access to quality education and the tools to succeed.

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Advancing pediatric health is a cornerstone of CPL Investments Inc's community involvement. By contributing to SickKids, they support innovative research and world-class healthcare for children. Their contributions help improve health outcomes and provide hope and healing to families, underscoring their commitment to improving lives and strengthening communities.

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Fostering cultural awareness and reconciliation is a priority for CPL Investments Inc. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to building understanding between Indigenous and non-Indigenous communities in Canada. Their involvement highlights a dedication to creating a more inclusive, unified, 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.