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

Nathan Locatelli

Wealth Planner

Nathan Locatelli

Wealth Planner

Nathan Locatelli is a dedicated Wealth Planner at Optimize Wealth Management, committed to helping clients navigate their financial future with clarity and confidence. He believes financial planning should be simple, structured, and tailored to each client’s unique needs. Whether clients seek to organize their finances, invest wisely, or plan for the future, Nathan provides a clear roadmap aligned with their goals.

At the core of his approach is financial education and empowerment—breaking down complex concepts to help clients make informed decisions. Through Optimize Wealth, he offers investment management services designed to match each client’s risk tolerance and long-term objectives.

Nathan also specializes in supporting individuals and families in the disability community. He simplifies the Registered Disability Savings Plan (RDSP) process, ensuring access to every available government Grant and Bond to maximize financial security. No matter where clients are on their financial journey, Nathan is committed to guiding them toward a secure future.

Email: nathan.locatelli@optimize.ca
Phone: (519) 537-2216

Patty Awde

Assistant

Patty Awde

Assistant

Email: patty.awde@optimize.ca
Phone: (519) 537-2216

Sameer Amin

Supervising Portfolio Manager

Sameer Amin

Supervising Portfolio Manager

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

Brian Wells

Associate Wealth Planner

Brian Wells

Associate Portfolio Manager

Email: brian.wells@optimize.ca
Phone: 416-900-1048

Team values

Clients First, Always

Putting clients first is not just a value; it’s our guiding philosophy at GEM Financial Group. Every interaction, decision, and strategy is rooted in understanding and prioritizing 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 GEM Financial Group. 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 GEM Financial Group, 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 prioritizing what is right, we build trust and create meaningful relationships that stand the test of time.

Supporting our community

GEM Financial Group 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 GEM Financial Group. 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 GEM Financial Group. 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.