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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

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

Team values

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Building Trust Through Integrity

At KFS Financial Services, trust is the cornerstone of our work. We are committed to acting with integrity, honesty, and transparency in every interaction. Our clients can depend on us to prioritise 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 journey.

Dedicated to Client-Focused Service

Clients are at the centre of everything we do at KFS Financial Services. We are committed to providing exceptional, personalised service that reflects each client’s unique financial goals and priorities. By taking the time to understand your needs, we craft tailored strategies designed to achieve meaningful results. Our dedication to proactive communication and attentive care ensures that every client feels valued, supported, and confident. This client-first approach is our promise to always focus on what matters most—your success.

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Teamwork That Drives Success

Teamwork is essential to the way we operate at KFS Financial Services. Our team combines diverse expertise and perspectives to deliver the best possible solutions for our clients. By collaborating internally and working closely with clients, we create strategies that are innovative, adaptable, and aligned with individual goals. We believe that working together, as a team and in partnership with you, ensures 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, offering strategic consulting services.

2004 – 2009

Chris 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

Chris joined KFS Financial Services Inc. 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 SunLife Financial, supporting the company's operations and client services.

2018 – Present

Lisa became an Administrative Assistant and Wealth Planner at KFS Financial Services Inc., contributing to client service and assisting with financial planning.

2022 – Present

Chris continues his leadership at KFS Financial Services Inc. as President, Wealth Planner, and Insurance Advisor, focusing on delivering tailored financial and insurance solutions to clients.

Supporting our community

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The KFS Financial Services team proudly supports the Castlegar Food Bank through regular donations of gifts, presents, and cash. By contributing to this vital community resource, the team helps ensure that individuals and families in need have access to essential support, particularly during the holiday season and times of hardship. Their involvement reflects a deep commitment to fostering a stronger, more compassionate community.

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The KFS Financial Services team actively supports Community Futures Central Kootenay (CFCK), a non-profit social enterprise dedicated to providing business and entrepreneurial support throughout the region. By contributing to CFCK’s initiatives, the team helps empower local businesses and entrepreneurs, fostering economic growth and sustainability in the community. Their involvement underscores a dedication to building a vibrant and thriving local economy.

@ 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.