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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

Kevin Hayward
Wealth Planner
Sameer Amin
Portfolio Manager
Phillip Soares
Portfolio Manager

Team values

1

Integrity and Trust

Integrity and transparency form the foundation of every client interaction, ensuring trust is at the core of financial partnerships. Clients can rely on ethical, honest advice tailored to their unique circumstances. A steadfast commitment to doing what’s right fosters confidence and builds lasting relationships. By prioritizing clients’ best interests, this approach inspires trust and provides peace of mind throughout the financial planning process.

Empowerment Through Simplicity

Simplifying complex financial concepts is a cornerstone of the approach, ensuring clients can clearly understand their financial plans. Through relatable examples and actionable steps, overwhelming strategies are transformed into practical solutions. This method empowers clients to make informed decisions with confidence. By focusing on clarity and accessibility, clients feel in control of their financial journey and better equipped to achieve their goals.

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Personalized Relationships

Financial planning is about more than numbers; it’s about people. Building meaningful and impactful relationships starts with understanding each client’s unique aspirations, challenges, and goals. Tailored guidance ensures clients feel valued, supported, and understood every step of the way. This personal connection fosters trust and creates partnerships that extend beyond financial planning, prioritizing the client’s overall well-being and success.

1983

Kevin earned his Bachelor of Science with a Business Specialization from Acadia University, laying the groundwork for a successful career in financial services with a strong business and analytical background.

2008

Certified Financial Planner (CFP) Designation Kevin achieved the CFP designation through the Financial Planners Standards Council, demonstrating his expertise in delivering comprehensive and ethical financial planning services to clients.

2012

Charitable Leadership As fundraising chairman, Kevin spearheaded efforts to support a local athlete’s journey to the 2012 London Olympic Games. This initiative showcased his passion for philanthropy and his dedication to fostering opportunities for others.

2023

Continued Professional Growth Kevin completed the Canadian Securities Course through the Canadian Securities Institute, ensuring his knowledge remains aligned with current industry standards and trends. This achievement underscores his commitment to ongoing professional development.

Present Day

Making an Impact at Optimize Wealth Management Kevin now brings nearly 40 years of experience to his role at Optimize Wealth Management, where he provides tailored financial planning, tax-efficient strategies, and estate planning. With a special focus on charitable giving, he helps clients align their financial plans with their values, creating meaningful legacies. Outside of work, Kevin continues his philanthropic efforts through Chalice and enjoys traveling, golfing, curling, and exploring European history.

Supporting our community

chalice

Kevin has proudly supported Chalice for over 25 years, sponsoring seven children through the organisation. This long-standing commitment demonstrates his dedication to improving the lives of vulnerable children and their families by providing access to education, healthcare, and essential resources. Kevin’s involvement with Chalice reflects a deep belief in creating opportunities for children to thrive and build brighter futures. His sponsorship work is an example of how meaningful, sustained efforts can foster positive change in communities worldwide.