Skip to content

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.

Watch Video

Meet the team

Maxwell Jack, CLU®
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
Narges Khalili
Associate Portfolio Manager

Team values

1

Honesty

Honesty is the foundation of The Jack Group's approach to financial planning. Maxwell and his team believe that clients deserve clear, straightforward advice that helps them make informed decisions about their financial future. They prioritize full transparency, ensuring clients understand their options, risks, and opportunities without confusion or unnecessary complexity. 

Integrity

At The Jack Group, integrity is more than just a principle—it’s a commitment to always acting in the best interests of their clients. Andrew and his team believe in doing what’s right, even when it’s not the easiest path, and hold themselves to the highest standards of professionalism. 

2
3-2

Communication

Effective communication is at the heart of every client relationship at The Jack Group. They believe listening is just as important as speaking, ensuring each client’s needs, goals, and concerns are fully understood before offering solutions. By simplifying financial concepts and providing clear, actionable advice, The Jack Group helps clients feel informed and confident in their decisions. 

Timeline

September 2005

Maxwell begins his career at IG Wealth Management as a Financial Consultant, helping clients with personalized financial planning and wealth management strategies.

July 2022

Maxwell joins Optimize Wealth Management as a Wealth Planner, bringing years of experience to provide comprehensive financial solutions tailored to clients' unique goals.

Supporting our community

logo-SickKids-320x200

Advancing pediatric health is a key focus for The Jack Group. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes while offering hope and healing to families, underscoring their commitment to bettering lives and strengthening communities.

Firstbook Logo

The Jack Group is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects their dedication to fostering a brighter future where every child has access to quality education and the tools they need to succeed.

Downie-Wenjack-New-Logo-2

Promoting cultural awareness and reconciliation is an important value for The Jack Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. This involvement highlights their commitment to creating a more inclusive, unified, and compassionate society for future generations.

@ 2025 - Optimize Asset Management

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.