Your partner in personalized, full-service wealth management

Harris Whiting is a Portfolio Manager at Optimize, where he helps clients invest with purpose and clarity. His role goes beyond portfolio construction. As a coach, educator, and trusted partner, he ensures every investment decision aligns with the client’s financial position and long-term goals. He works closely with advisors to deliver a seamless and supportive experience for each client.

From an early age, Harris understood how deeply money impacts daily life. His passion for helping others and his interest in financial planning led him to a career focused on empowering people to feel more confident about their decisions. For Harris, simplifying the complex and building financial literacy is one of the most fulfilling parts of his work.

He supports clients and advisors by offering steady guidance through market ups and downs, ensuring portfolios are not only well-positioned but also aligned with the client’s unique goals. He values the collaborative team environment at Optimize and the ability to provide access to Pension Style Assets without traditional lock-up periods.

Outside of work, Harris enjoys distance running, golf, world travel, trying new restaurants in Toronto, and staying current with market trends. Above all, he values quality time with friends and family. His goal is always to make a meaningful difference in the lives of those he works with.