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With 28 years of experience in the financial service industry, Tim Hazlett brings a wealth of financial expertise to Optimize. Specializing in comprehensive financial planning, tax-efficient strategies, insurance and estate planning, Tim is passionate about helping clients confidently navigate the complexities of their financial lives and achieve their long-term dreams.
Tim’s dedication to his craft is demonstrated in the extensive qualifications he has collected. A Certified Financial Planner (CFP) since 2003, he also holds the RRC designation and has completed advanced programs with FP Canada and CIFP. This commitment to continuous professional development reflects his drive to provide the highest level of expertise and service to his clients.
Tim’s approach is rooted in a client-first philosophy, ensuring that every financial strategy he develops is tailored to the unique needs and aspirations of the individuals and families he serves. His emphasis on trust, transparency and integrity has earned him strong and lasting relationships with his clients. Whether it’s planning for retirement, protecting assets or optimizing wealth for future generations, Tim is dedicated to delivering solutions that provide stability and peace of mind.
Your partner in personalized, full-service wealth management
Meet the team
Tim Hazlett, CFP®, RRC®
Wealth Manager
- Email: tim.hazlett@optimize.ca
- Phone: 709-256-4025
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
Nicholas Cup is a Portfolio Manager at Optimize, specializing in comprehensive financial strategies tailored to each client’s goals. With more than 12 years of experience, he offers expertise in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning.
Nicholas believes financial peace of mind begins with a clear plan and a diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
An MBA graduate and team leader, Nicholas manages a group of Portfolio Managers while maintaining a full client book. Outside of work, he enjoys weekends at the cottage with family and his dog, as well as golfing, cycling, and running.
- Email: nick.cup@optimize.ca
- Phone: (416) 900-3887
William Gilroy, CFA®, MA
Portfolio Manager
William Gilroy is a Portfolio Manager at Optimize, where he builds investment strategies tailored to each client’s goals, risk tolerance, and overall financial picture. He ensures portfolios stay aligned as markets shift and client needs evolve, providing steady guidance along the way.
Passionate about capital markets and making a meaningful impact, William supports clients and advisors as a subject matter expert on investments, helping ensure every strategy is intentional, adaptable, and built for long-term success.
Outside of work, William enjoys time with his wife and two sons, quiet weekends at home, and golf to recharge and stay balanced.
- Email: william.gilroy@optimize.ca
- Phone: (437) 253-1371
Team values
Client-Centered Approach
Tim Hazlett and his team are unwavering in their fiduciary duty, ensuring every decision prioritizes their clients’ best interests. This dedication is the foundation of their practice, guided by trust, transparency and integrity. Clients are supported through personalized strategies tailored to their unique goals. By combining expertise with a deep understanding of market dynamics, we deliver solutions that can adapt to all of a life’s changes
Values-Driven Philosophy
Our pillars of trust, transparency and integrity ensure that every interaction is conducted to the utmost ethical standards. Our team goes beyond transactional relationships, crafting a financial planning experience rooted in care, accountability and honesty. By prioritizing personalized service and open communication, we cultivate an environment where clients feel empowered and supported. This commitment fosters our long-term partnerships, where clients can pursue their financial goals with confidence.
Long-Term Relationships
By placing a premium on genuine connection and thoughtful guidance, our team builds partnerships that endure through the challenges and changes of life. Our consistent support inspires confidence, providing a sense of stability. This personalized approach ensures that every client always feels equipped to make informed financial decisions.
Timeline
March 1993
Tim launched his career in financial services when he established an insurance planning business, kickstarting his commitment to helping clients protect their financial futures.
June 1997
Tim expanded his practice to include investment services via segregated funds, broadening the range of solutions available to his clients.
March 2000
Tim obtained his mutual funds licence, letting him offer a wider array of investment options to support his clients’ financial goals.
January 2003–Present
As a Certified Financial Planner (CFP) professional since 2003, Tim has provided comprehensive financial planning services, focusing on helping clients achieve their long-term objectives with tailored, holistic strategies.
Supporting our community
As a proud member of the Gander Lions Club and a dedicated volunteer with the Gander Fire Department, Tim actively contributes to initiatives that uplift the community and ensure public safety. Whether organizing charitable events, supporting local programs, or responding to emergencies, Tim's commitment to service reflects his deep-rooted belief in giving back. His involvement demonstrates a genuine dedication to making a meaningful difference in the lives of those around him.
Tim’s passion for mentoring young athletes shines through in his role as a board member and coach with the Gander Minor Soccer Board, where he fosters teamwork, sportsmanship, and personal growth. His dedication goes beyond the game, as he strives to instill valuable life lessons such as perseverance, respect, and the importance of collaboration. By creating a supportive and encouraging atmosphere, Tim not only helps young players excel in soccer but also empowers them to become well-rounded individuals prepared for challenges in all areas of life.
Through his involvement with the Gander Multisportsplex Committee, Tim helps develop recreational infrastructure, ensuring residents have access to high-quality facilities that enrich community life. His work supports the creation of spaces that promote physical activity, foster social connections, and enhance overall well-being. By advocating for accessible and inclusive recreational opportunities, Tim contributes to building a vibrant, active, and healthier community for people of all ages and abilities.