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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

Lisa Warll, E.P.C

Investment Advisor

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Lisa Warll, E.P.C

Investment Advisor

With nearly three decades of experience in the financial services industry, Lisa Warll is a trusted Investment and Insurance Advisor dedicated to helping individuals and families take control of their financial futures. Since 1997, Lisa has been providing personalized financial strategies designed to protect wealth, minimize tax burdens, and achieve long-term financial goals.

Lisa’s approach is rooted in the understanding that financial well-being is deeply personal. She takes the time to understand each client’s unique objectives and risk tolerance, then tailors solutions that align with their values and vision. Whether you're planning for retirement, building wealth, or looking to protect your assets, Lisa’s goal is to help you make informed decisions with clarity and confidence.

A firm believer in the power of education, Lisa empowers her clients by breaking down complex financial concepts and demystifying investment vehicles. Her focus on client education fosters strong, lasting relationships built on trust and transparency.

"It's your money... and your peace of mind. We understand that."
This guiding principle reflects Lisa’s commitment to placing clients at the center of every strategy she creates.

Email: lisa.warll@optimize.ca
Phone: (705) 445-9125

Dylan Kerney, CIM®

Portfolio Manager

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Dylan Kerney, CIM®

Portfolio Manager

Email: dylan.kerney@optimize.ca
Phone: 437-253-7706

Team values

Clients First, Always

Putting clients first is not just a value; it’s our guiding philosophy at Lisa Warll Financial Strategies. Every interaction, decision, and strategy is rooted in understanding and prioritizing our clients’ needs and goals. We are dedicated to delivering personalised, thoughtful guidance that helps clients achieve financial success while fostering long-term relationships built on trust and care.

Ethics Above Everything Else

Ethics guide every decision at Lisa Warll Financial Strategies. We believe that a strong moral compass is essential to delivering truly exceptional service. By adhering to the highest ethical standards, we ensure our clients receive unbiased, honest, and transparent advice. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

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Always Doing the Right Thing

At Lisa Warll Financial Strategies, integrity is our foundation. We are committed to doing the right thing, even when no one is watching. This unwavering dedication to ethical practices ensures that every action we take reflects honesty, accountability, and respect for our clients. By consistently prioritizing what is right, we build trust and create meaningful relationships that stand the test of time.

Supporting our community

Lisa Warll Financial Strategies 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.

Advancing pediatric health is a key focus for Lisa Warll Financial Strategies. 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.

Promoting cultural awareness and reconciliation is an important value for Lisa Warll Financial Strategies. 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.

Contact Us

(705) 445-9125 lisa.warll@optimize.ca

Address

7068 Nottawa Side Rd,
Collingwood, ON 39Y 3Z1

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Disclosure Documents

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.