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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

Reg Braun, CLU, CFP®
Allison Braun, CEA
Administrative Assistant
Tyler Tilley
Administrative Assistant
Cesar Cossio
Portfolio Manager

Team values

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Client-First Approach

Gallery Wealth Management 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 Gallery Wealth Management. 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 Gallery Wealth Management, 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.

Timeline

1987

Reg Braun begins his career in financial services with New York Life.

1994

Reg becomes an independent financial advisor.

2012 - Present

Specializes in working with corporate clients on tax strategies, estate preservation, and succession planning.

Supporting our community

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As a board member of the Morden Community Development Corporation, Reg played an active role in shaping the economic growth and sustainability of the region. He worked alongside local leaders to attract new businesses, support local entrepreneurs, and enhance the city’s infrastructure. His contributions helped drive initiatives that strengthened Morden’s business community and long-term prosperity.

 

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As a board member of the Canadian Fossil Discovery Centre, Reg contributed to preserving and promoting Manitoba’s rich paleontological history. He supported efforts to enhance museum exhibits, improve visitor experiences, and increase awareness of the Centre’s significance in Canadian natural history. His work helped ensure that the Centre remains an educational and cultural asset for the community.

 

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Reg’s long-standing dedication to Morden’s community development was recognized when he was named Volunteer of the Year by the Morden Area Foundation. His work in tourism promotion, economic development, and community engagement earned him this honor, reflecting his commitment to making Morden a better place for residents and visitors alike.

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.