Christian Laurenece has over 15 years of experience in the financial services industry, helping clients build secret and strategic financial futures. His specializations include wealth management, financial planning, tax-efficiency and estate planning.
Christian earned his Bachelor of Business Administration from the University of New Brunswick in 2005. Since then, he has earned multiple industry-leading certifications. This includes the IFIC (Investment Funds Institute of Canada) certification, the Personal Financial Planner (PFP) designation, and the Certified Financial Planner (CFP) designation. He has also recently completed the Canadian Securities Course (CSC). Christian is dedicated to professional excellence through continuous learning, always bringing the most up-to-date financial knowledge to the table.
Outside of his professional work, Christian is interested in personal education, as well as staying active.
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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Christian Laurence, CFP®, PFP
Wealth Planner
- Email: christian.laurence@optimize.ca
- Phone: (226) 938-1075


Sameer Amin, MBA, CIM®
Portfolio Manager
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
- Email: sameer.amin@optimize.ca
- Phone: (437) 253-1346


Narges Khalili
Associate Portfolio Manager
Narges Khalili is an Associate Portfolio Manager at Optimize who aligns each client’s investment strategy with their broader financial goals. She takes a personalized approach, helping clients feel informed, confident, and supported throughout their entire financial journeys.
Motivated by a desire to make a meaningful difference, Narges believes financial clarity is key to gaining peace of mind. She is passionate about simplifying complex topics and building strong relationships that empower confident decision-making.
Outside of work, Narges practices martial arts and kickboxing. She also enjoys exploring new restaurants in Toronto and learning through reading and listening to podcasts.
- Email: narges.khalili@optimize.ca
- Phone: (416) 445-5597
Team values

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, making sure that every recommendation is tailored to their specific needs. By prioritizing personalized 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.


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

CPL Investments Inc is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we support the removal of barriers to learning and the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future and access to quality education.

Advancing pediatric health is another priority for CPL Investments Inc. By contributing to SickKids, we support groundbreaking research and the administration of world-class healthcare for children. Our involvement not only supports the improvement of health outcomes, but also offers hope and healing to families. Our contributions underscore our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key focus for CPL Investments Inc. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission of fostering understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects our commitment to creating a more inclusive and compassionate society for future generations.