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

Chris Bell
Wealth Planner
Lisa Lesy
Administrative Assistant
Sameer Amin, MBA, CIM®
Portfolio Manager
Narges Khalili
Associate Portfolio Manager

Team values

1

Building Trust Through Integrity

At KFS Financial Services, trust is the cornerstone of our work. We are committed to acting with honesty and transparency in every interaction. Our clients know they can depend on us to prioritize their best interests, deliver clear and unbiased advice, and always follow through on our promises. By fostering a foundation of trust and mutual respect, we build long-lasting relationships that help our clients feel confident, secure, and supported throughout every stage of their financial journeys.

Dedicated to Client-Focused Service

We are committed to providing exceptional, personalized service that reflects each client’s unique financial goals and priorities. By taking the time to understand the distinct needs of each investor, we design strategies that achieve meaningful results. Our dedication to proactive communication and attentive care makes every client feel valued, supported, and confident. We promise to always focus on what matters most to clients — success.

2
3-2

Teamwork That Drives Success

Teamwork is essential. It’s through our team’s combination of diverse expertise and perspectives that the best possible solutions for our clients are delivered. By collaborating internally and working closely with clients, we create strategies that are dynamic and adaptable. We believe that working together produces stronger outcomes, fosters trust, and allows us to tackle even the most complex financial challenges effectively.

Timeline

1998–2004

Chris Bell worked as a Private Business Consultant, operating as a self-employed professional. He offered strategic financial consulting services.

2004–2009

Transitioned to Krueckl Financial Services, where he served as a Mutual Fund and Insurance Advisor, helping clients with financial planning and insurance needs.

2009–2022

Joined KFS Financial Services as a Senior Advisor and President. He also worked as a Mutual Fund Advisor, providing leadership and comprehensive financial services.

2016–2018

Lisa Lesy worked as an Administrative Assistant at Sun Life Financial, supporting the company's operations and client services.

2018–Present

Lisa became an Administrative Assistant at KFS Financial Services, contributing to client service and assisting her team’s advisor with operational excellence.

2022–Present

Chris continues his leadership at KFS Financial Services as a Wealth Planner. He focuses on delivering tailored financial and insurance solutions to clients.

Supporting our community

FBBC_Logo_PMS

KFS Financial Services proudly supports Food Banks BC through regular donations. Our contributions support the mission of connecting individuals and families in need with access to essential support, particularly during the holiday season and times of hardship. Our involvement reflects our commitment to fostering a stronger, more compassionate community.

CFCentralKootenay_logo

Our team actively supports Community Futures Central Kootenay, a non-profit, social enterprise that provides businesses and entrepreneurs support throughout the region. With our involvement, we empower our local economy, connecting business professionals with training, loans, and counselling support. We’re dedicated to building a thriving community. 

@ 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.