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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The Jack Group, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet the team

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

Team values

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Honesty

Honesty is the foundation of The Jack Group’s approach to financial planning. We believe that clients deserve clean, straightforward advice that can help them make informed decisions about their financial future. They prioritize full transparency, making sure that clients fully understand their options, risks, and opportunities without any confusion.

Integrity

At The Jack Group, integrity is more than just a word. To us, it represents our commitment to always acting in the best interests of our clients. Our team believes in always doing what’s right, even when it’s not the easiest path, and hold themselves to the highest standards of professionalism.

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Communication

Effective communication is at the heart of every client relationship at The Jack Group. We believe listening is just as important as speaking, making sure that every 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 our clients feel informed and confident in their decisions.

Timeline

September 2005

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

July 2022

Maxwell joined Optimize Wealth Management as a Wealth Planner, bringing years of experience to provide comprehensive financial solutions tailored to client’s unique goals.

Supporting our community

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

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

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Promoting cultural awareness and reconciliation is an important value for The Jack Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. This involvement highlights our 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.