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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

Dan Willett, CFP®, CLU, CHS, CEBS
Stephanie Hunter
Administrative Assistant
Dylan Kerney
Portfolio Manager

Team values

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Client-First Approach

Dan Willett Financial Inc. prioritize exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of Dan Willett Financial Inc. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, they create a trusted partnership that inspires confidence and builds lasting relationships.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At Dan Willett Financial Inc., staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Supporting our community

Dan Willett Financial Inc. proudly supports youth hockey as a way to foster leadership, confidence, and teamwork. We currently sponsor the Huntsville Sting (Huntsville Sting Association), Keene Wolverines (Keene Girls Hockey), and Markham Majors (GTHL), with plans to add the Barrie Colts next year.

Community involvement is at the heart of our values at Dan Willett Financial Inc. We are proud sponsors of several Rotary-led initiatives, including the Bracebridge Rotary Club’s Musical and the Santa Claus Parade with the North Muskoka Rotary Club. With our founder’s wife being an active Rotarian, our connection to Rotary’s mission of service is both personal and purposeful.

Dan Willett Financial Inc. funds the Dan Willett Financial Award, a bursary offered at Huntsville High School, Bracebridge Muskoka Lakes Secondary School, and Gravenhurst High School. This award is intended to support students facing financial challenges as they pursue post-secondary education. Having personally experienced the value of financial support during schooling, our founder sees this initiative as a meaningful way to give back.

@ 2025 - Optimmize 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.