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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

Nathan Locatelli
Wealth Planner
Patty Awde
Assistant
Sameer Amin, MBA, CIM®
Portfolio Manager
Brian Wells, CIM®
Associate Wealth Planner

Team values

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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 a strong moral compass is essential to delivering high-quality service. By adhering to sophisticated ethical standards and industry regulations, we make sure our clients receive the most updated and accurate advice as it relates to their portfolios and personal values. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

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Empowering Through Education

Staying informed and knowledgeable is one of GEM Financial Group’s top priorities. We track industry trends and market shifts so that clients’ strategies reflect current realities. We also keep clients in the loop by sharing easy-to-understand articles, podcasts, and video reels. This ongoing learning cadence informs our clients and empowers them to take control of their financial futures.

Supporting our community

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GEM Financial Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

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Advancing pediatric health is a priority for GEM Financial Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

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Promoting cultural awareness and unity is important to GEM Financial Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.

@ 2025 - Optimize Asset Management

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.