Your partner in personalized, full-service wealth management

With eight years of experience in the financial services industry, Cassidy Holyoak specializes in creating personalized financial plans and investment strategies that help clients achieve their goals and secure their financial futures. Cassidy’s journey in finance began in high school and university as a summer student, giving her early exposure to professional environments. After earning a Bachelor of Commerce degree with a major in Finance from the University of Alberta in 2018, she became a licensed insurance agent in 2019 and earned her PFA designation in 2020. Today, she serves as a Wealth Planner at Optimize, where she takes a comprehensive approach to financial
planning.

Cassidy's expertise lies in her attention to detail, ensuring that every aspect of her clients' financial plans is precise and thoughtfully considered. She excels at listening to her clients, understanding their unique needs, and building trust through tailored solutions. By taking a holistic view of her clients’ financial situations, Cassidy delivers advice that fosters long-term success.

Continuing a family legacy in financial planning, Cassidy is proud to be the third generation in her family to work in the industry. This tradition has allowed her to develop strong, multi-generational relationships with clients, many of which span decades. A career highlight for Cassidy is earning the second-highest grade in the country while completing her PFA designation—a reflection of her commitment to excellence.

Outside of work, Cassidy is passionate about community involvement and staying active. She coaches volleyball, runs, and plays fastball, having competed multiple times in national tournaments. She’s completed three half marathons, a testament to her dedication to personal growth. Cassidy also enjoys reading, playing piano, attending concerts, and spending quality time with her family, especially her nieces and nephews.

Cassidy’s personal philosophy is to truly listen to and understand her clients’ needs. By building strong, trusting relationships, she provides personalized and meaningful financial guidance that helps her clients achieve long-term success.

Kim Gillrie began her career in financial planning in 1993 and has been a vital part of Integer Financial ever since. As Rob’s business partner and the firm’s office manager, she plays a key role in ensuring that daily operations run smoothly. Her attention to detail and commitment to client service help create an organized and welcoming environment where clients feel supported. A graduate of the University of Alberta with a BA, Kim enjoys the fast-paced nature of the financial services industry and takes pride in handling the behind-the-scenes work that keeps everything running efficiently. Her goal is always to make financial planning a little easier for clients, ensuring they receive the care and attention they deserve.

Outside of work, Kim’s greatest joy comes from family. She and her husband, Rob, are proud parents of three grown daughters and love spending time with their five grandchildren. To keep up with her energetic grandkids, she stays active through fastball, gardening, and running. She also enjoys reading, writing, cooking, and playing the piano. Recently, she stepped out of her comfort zone by taking adult jazz and tap dance classes—an experience that has been both exciting and humbling.

Kim’s dedication, steady presence, and behind-the-scenes expertise make her an indispensable part of Integer Financial. She feels grateful for the opportunity to support clients, colleagues, and loved ones every day.