Your partner in personalized, full-service wealth management

Steven King has spent the last 40 years helping people make informed and meaningful financial decisions. He obtained his Certified Financial Planner (CFP®) designation in 2001 and has extensive experience working with clients and fellow financial advisors.  

Steven focuses on making sure his clients have accurate and thorough information surrounding essential parts of their strategy, such as taxation, risk planning, estate planning, and cash flow management. These discussions form the basis of Steven’s client relationships, allowing him to recommend the most relevant solutions.  

His background in banking and business advisory provides clients with access to in-depth knowledge that creates real outcomes and lasting financial security. 

Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations. 

Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.

Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.

Omar Nassar is an Associate Portfolio Manager at Optimize who takes an analytical and people-first approach. His love for numbers and problem-solving is what first sparked his interest in financial services, but it was the chance to make a meaningful difference in people’s lives that has kept him committed to the industry.

At Optimize, Omar focuses on understanding each client’s unique circumstances, values, and goals. He provides portfolio recommendations and steady guidance through market shifts, helping clients stay disciplined and confident in their long-term aspirations. His work reduces uncertainty and supports important milestones, which he finds incredibly rewarding.

In his personal time, Omar enjoys playing soccer, tennis, and volleyball. He’s also fond of travelling to experience new cultures and cuisines. Above all, he values time with family and friends.