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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

Ken Farrow

Senior Wealth Planner

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Ken Farrow

Wealth Planner

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

Email: ken.farrow@optimize.ca
Phone: (519) 644-2641

Stephanie Farrow, CFP®

Senior Wealth Planner

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Stephanie Farrow, CFP®

Senior Wealth Planner

Stephanie Farrow was inspired to enter the financial industry after taking a personal finance course in university, where she saw the real-life value of financial education. Stephanie holds her BA in Organizational Communications, Diploma in Financial Planning from the Canadian Institute of Financial Planning and Certified Financial Planner (CFP) designation. What sets her apart is her focus on clear communication, explaining financial concepts in an easy-to-understand way to help clients feel confident in their decisions. She begins crafting personalized financial plans by understanding her clients' goals and priorities. Guided by values of integrity, professionalism, and personalized service, Stephanie builds strong relationships and aligns her advice with clients’ needs. Her goal is to help clients feel confident and in control of their financial future. Outside of work, she enjoys being a part of her community, yoga, hiking, travelling and focusing her time with family and friends.

Email: stephanie.farrow@optimize.ca
Phone: (519) 644-2641

Sally Szeider-Macintyre

Wealth Planner

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Sally Szeider-Macintyre

Wealth Planner

Sally Macintyre was inspired to pursue a career in the financial industry through her interest in business courses during school. With 28 years of experience, she focuses on understanding her clients' unique goals and tailoring strategies to meet their needs. Known for her integrity, transparency, and empathy, Sally prioritizes doing what’s right and upholding the highest ethical standards. She takes pride in simplifying complex financial concepts for clients and is deeply committed to their success. Outside of work, she contributes to her church by teaching Sunday school. Sally finds the most reward in helping clients navigate their financial challenges.

Email: sally.szeidermacintyre@optimize.ca
Phone: (519) 644-2641

Stacie Van Liere

Client Service Associate

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Stacie Van Liere

Client Service Associate

With 30 years of experience in administration and personal banking, Stacie Van Liere specializes in client service, operational support, and administrative excellence. Holding a Bachelor of Arts in Psychology (with a Minor in Anthropology) from McMaster University, along with an Investment Funds in Canada designation, Stacie combines deep banking knowledge with a strong commitment to clear communication and follow-ups. Outside of work, she enjoys travelling, pickleball, boating, and board games. Known for her integrity and client-first philosophy, Stacie consistently prioritizes ethics and doing the right thing in every professional interaction.

Email: stacie.vanliere@optimize.ca
Phone: (226) 377-8730

Sameer Amin

Supervising Portfolio Manager

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Sameer Amin

Supervising Portfolio Manager

Email: sameer.amin@optimize.ca
Phone: 437-253-1346

Nick Cup

Supervising Portfolio Manager

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Nick Cup

Supervising Portfolio Manager

Email: nick.cup@optimize.ca
Phone: 416-900-3887

Phillip Soares

Associate Portfolio Manager

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Phillip Soares

Associate Portfolio Manager

Email: phillip.soares@optimize.ca
Phone: 437-253-3736

Stuart Hinshelwood

Associate Portfolio Manager

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Stuart Hinshelwood

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.

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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.

Contact Us

(519) 644-2641 ken.farrow@optimize.ca stephanie.farrow@optimize.ca sally.szeidermacintyre@optimize.ca stacievanliere@optimize.ca

Address

14104 Belmont Road,
Belmont, ON N0L 1B0

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Disclosure Documents

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.