Ken has a passion for investment and estate planning and has been providing financial and tax planning advice to clients for over 30 years. His enthusiasm for tackling financial challenges and finding the best solutions is evident in every conversation.
By applying after-tax planning principles, Ken helps clients grow their wealth in a tax-efficient way. He also has a strong focus on agriculture, bringing valuable experience in farm corporations and family succession planning to clients in the farming community.
Ken is an avid fishing enthusiast and has enjoyed playing and coaching basketball over the years. Beyond his professional and athletic interests, Ken values time spent with his family, staying involved in his kids' activities
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


Ken Farrow
Wealth Planner
- Email: ken.farrow@optimize.ca
- Phone: (519) 644-2641


Stephanie Farrow, CFP®
Senior Wealth Planner
- Email: stephanie.farrow@optimize.ca
- Phone: (519) 644-2641


Sally Szeider-Macintyre
Wealth Planner
For the past 28 years, Sally has been known for her integrity, transparency and ability to build strong, trusted relationships with her clients. Her passion for financial planning grew from a strong interest in business studies while pursuing her education.
By understanding each client’s unique goals, Sally develops customized strategies designed to support their long-term success. Outside of her professional life, she enjoys camping, playing baseball and pickleball as well as travelling. Spending quality time with family is a priority and she is also active in her church community as a Sunday school teacher.
Sally takes pride in simplifying complex financial concepts, empowering her clients to confidently take control of their wealth.
- Email: sally.szeidermacintyre@optimize.ca
- Phone: (519) 644-2641


Stacie Van Liere
Client Service Associate
Stacie Van Liere brings 30 years of experience in financial administration and personal banking, with a strong focus on client service, operational efficiency and administrative excellence. Known for her reliability and attention to detail, Stacie plays a key role in keeping the office running smoothly by delivering timely, accurate support to both clients and wealth planners. Respected for her integrity and commitment to putting clients first, she brings strong ethical standards to every interaction. Stacie holds a Bachelor of Arts Degree in Psychology from McMaster University, which enhances her ability to understand client needs and build strong, trusting relationships. Outside of work she enjoys travelling, playing pickleball, boating and spending time with family and friends.
- Email: stacie.vanliere@optimize.ca
- Phone: (519) 644-2641


Sameer Amin, MBA, CIM®
Portfolio Manager
- Email: sameer.amin@optimize.ca
- Phone: 437-253-1346


Nick Cup, MBA, CFP, CIM®
Portfolio Manager
- Email: nick.cup@optimize.ca
- Phone: 416-900-3887


Phillip Soares, CIM®, PFP®
Associate Portfolio Manager
- Email: phillip.soares@optimize.ca
- Phone: 437-253-3736


Stuart Hinshelwood, CIM®
Associate Portfolio Manager
- Email: stuart.hinshelwood@optimize.ca
- Phone: (416) 964-5297
Team values

Clients First, Always
Putting clients first is not just a value; it’s our guiding philosophy at Farrow Financial. Every interaction, decision, and strategy is rooted in understanding and prioritising our clients’ needs and goals. We are dedicated to delivering personalised, thoughtful guidance that helps clients achieve financial success while fostering long-term relationships built on trust and care.
Ethics Above Everything Else
Ethics guide every decision at Farrow Financial. We believe that a strong moral compass is essential to delivering truly exceptional service. By adhering to the highest ethical standards, we ensure our clients receive unbiased, honest, and transparent advice. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.


Always Doing the Right Thing
At Farrow Financial, integrity is our foundation. We are committed to doing the right thing, even when no one is watching. This unwavering dedication to ethical practices ensures that every action we take reflects honesty, accountability, and respect for our clients. By consistently prioritising what is right, we build trust and create meaningful relationships that stand the test of time.
Supporting our community

Farrow Financial is committed 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 reflects their dedication to fostering a brighter future where every child has access to quality education and the tools they need to succeed.

Advancing pediatric health is a key focus for Farrow Financial. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes while offering hope and healing to families, underscoring their commitment to bettering lives and strengthening communities.

Promoting cultural awareness and reconciliation is an important value for Farrow Financial. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. This involvement highlights their commitment to creating a more inclusive, unified, and compassionate society for future generations.