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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

dave ewasiuk (2)
Dave Ewasiuk
CFP®, FCSI®
Wealth Planner
jamie lantz
Jamie Lantz
Wealth Planner
norinne sloboda
Norine Sloboda
Assistant
Joan Chevalier
Assistant
Corinne Buzak
Assistant
Nick Cup
CFP®
Supervising Portfolio Manager
Omar Nassar
Portfolio Manager

Team values

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Client-Centered Approach

Fincor place the client at the forefront of every decision, action, and strategy. Trust, clear communication, and personalized service form the foundation of their practice, ensuring each client feels truly valued and understood. They invest time in building long-term relationships, listening intently to their clients’ unique stories, aspirations, and challenges. By deeply understanding their clients’ needs, Dave and his team are able to provide thoughtful, customized guidance that evolves with clients as they navigate life’s changes.

Innovation and Efficiency

In an ever-changing financial landscape, Fincor leverage innovation and efficiency to remain ahead of the curve. By integrating advanced tools, streamlined processes, and cutting-edge strategies, they craft solutions that are both highly effective and uniquely tailored to individual client goals. Whether planning for retirement, growing wealth, or managing unforeseen challenges, they bring a fresh perspective that fosters growth and stability through all life stages. 

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Collaboration

Collaboration is at the core of every interaction within Fincor. Dave and his team recognize that financial success is best achieved through partnership and shared understanding. They work closely with clients, empowering them to take an active role in their financial journey. By fostering open dialogue and encouraging honest feedback, they co-create strategies that reflect clients’ unique financial situations, priorities, and aspirations.

Timeline

November 2003

Launched career at the firm with a dedicated focus on life insurance planning, laying a strong foundation for future growth.

January 2005

Broadened expertise to encompass wealth management, life insurance, and security planning, offering clients a more comprehensive approach.

December 2015

Unified services under the Fincor brand, seamlessly integrating wealth management, insurance, and group benefits/savings programs into a single, client-centric platform.

February 2023

Transitioned to Optimize Wealth, redefining the wealth division with a holistic planning approach that extends beyond traditional investment products.

Supporting our community

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Fincor proudly supports the No Stone Left Alone Memorial Foundation, an organization dedicated to honouring and remembering Canada’s veterans. This initiative provides meaningful opportunities for youth to learn about the sacrifices made by Canadian soldiers, fostering a deeper sense of gratitude and respect for those who served. Team member Jamie Lantz plays a pivotal role as a Director with NSLA, actively contributing to the foundation's mission of ensuring no veteran's legacy is forgotten.

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As passionate supporters of youth development and community sports, Fincor is actively involved in the St. Albert Minor Hockey Association, with team members volunteering in key roles such as Treasurer for multiple teams. Their contributions not only ensure sound financial operations but also promote values such as teamwork, discipline, and sportsmanship. By fostering an environment where young athletes can grow and thrive, Fincor helps shape the leaders of tomorrow.

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Fincor is deeply committed to giving back to their local communities by supporting the Edmonton & St. Albert Food Banks. Recognizing the importance of food security, they actively participate in donation drives, fundraising events, and volunteer initiatives to ensure families in need have access to essential resources. Their efforts not only address immediate needs but also contribute to broader initiatives aimed at reducing food insecurity and creating a stronger, more resilient community. 

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Contact Us

(780) 410-2007
dave.ewasiuk@optimize.ca

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.