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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

Braun Rushby
Wealth Planner
Travis Pleasant
Wealth Planner
Dave Rushby
Sameer Amin, MBA, CIM®
Portfolio Manager
Phillip Soares, CIM®, PFP®
Associate Portfolio Manager

Team values

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Client Success, Our Success

At Integrity Plus Financial, we believe that when our clients succeed, so do we. Our philosophy is built on integrity, always putting our clients’ needs first, even when financial rewards may not follow. We are dedicated to educating our clients about their financial options and ensuring those choices work in their best interests. By fostering trust, transparency, and ethical practices, we deliver lasting value and build meaningful partnerships that support our clients’ long-term success.

Relationships Built to Last

Building strong, lasting relationships is at the core of Integrity Plus Financial. We take the time to deeply understand our clients’ personal and financial lives, enabling us to offer tailored guidance that reflects their unique goals and aspirations. Through trust, collaboration, and personalised care, we create a supportive partnership that evolves alongside our clients’ changing needs, ensuring we remain a steadfast partner throughout every stage of their financial journey.

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Empowering Through Education

Education is fundamental to our mission at Integrity Plus Financial. We believe in empowering our clients with the knowledge they need to make informed decisions about their financial future. By simplifying complex concepts and fostering understanding, we enable our clients to confidently take control of their financial journey. This focus on education creates clarity, confidence, and a foundation for long-term success, ensuring that our clients feel empowered every step of the way.

2018

Travis completed the Investment Funds in Canada (MFDA) course through the Canadian Securities Institute, building a strong foundation in mutual fund investing.

December 2018

Braun began managing and operating the Saskatchewan office for Sterling Mutuals, enhancing the firm's regional presence.

2020

Travis completed the Life License Qualification Program (LLQP) through the IFSE Institute, enabling him to provide life insurance and living benefits solutions to clients.

March 2017 - December 31, 2021

Travis and Braun served as Investment Advisors at Sterling Mutuals, offering customized financial and investment advice to clients.

January 1, 2022 – Present

Braun transitioned his business to Optimize Wealth Management and now works as a Wealth Planner, continuing to deliver personalized wealth management services.

Supporting our community

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Integrity Plus Financial proudly supports the Fred Light Museum, with active involvement including board membership and volunteering for local events. This commitment highlights the team’s dedication to preserving local history, promoting cultural education, and fostering community engagement.

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Promoting reconciliation and cultural understanding is a core value for Integrity Plus Financial. Through their support of the Gord Downie & Chanie Wenjack Fund, the team contributes to fostering meaningful connections between Indigenous and non-Indigenous communities, reflecting their commitment to building a more inclusive and compassionate society for future generations.

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Integrity Plus Financial is honoured to support SickKids, a renowned hospital advancing pediatric health through groundbreaking research and exceptional care. By contributing to this vital organisation, the team helps ensure children receive world-class healthcare and families are provided with hope for brighter futures.

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Contact Us

(780) 416-4490 travis.pleasant@optimize.ca

(306) 445-5433 braun.rushby@optimize.ca

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.