Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The Lloyd 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.

Meet the team

Bob Lloyd, CLU®, ChFC, CFP®

Wealth Planner

Bob Lloyd, CLU®, ChFC, CFP®

Wealth Planner

Bob Lloyd has been in the financial service industry since 1984. The majority of his work has consisted of helping Ontario farmers moderate their wealth and risk management. Working with the farmers and their families through the many succession and wealth transfer issues they face reminds Bob of his purposeful impact and the true difference financial planning can make. He’s passionate about helping them reduce taxes and grow their net worth for the next generation.

Bob lives in Mount Brydges, Ontario with his wife, two adult children, and five grandchildren. When he’s not coaching clients, he plays hockey or relaxes at his cottage.

Email: bob.lloyd@optimize.ca
Phone: (519) 872-2525

Sameer Amin, MBA, CIM®

Portfolio Manager

Sameer Amin, MBA, CIM®

Portfolio Manager

Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.

Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.

Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.

Email: sameer.amin@optimize.ca
Phone: (437) 253-1346

Brian Wells, CIM®

Portfolio Manager

Brian Wells, CIM®

Portfolio Manager

Brian Wells is a Portfolio Manager at Optimize. He supports advisors, high-net-worth individuals, and business owners. He puts his clients at the centre of each financial recommendation and decision, focusing on preserving their wealth, optimizing their growth, and guiding them toward their long-term goals.

At just 12 years old, Brian’s father introduced him to investing. This introduction sparked his early passion for markets, which grew into a dedicated career of helping others make informed financial decisions. He continues to bring this same curiosity and commitment to every client relationship. Brian takes the time to understand each client’s values and objectives to design portfolios that align with their entire financial situation.

Beyond work, Brian enjoys hiking, travelling, hockey, golf, and writing music. He also gives back through mentoring and volunteer work.

Email: brian.wells@optimize.ca
Phone: (416) 900-1048

Team values

Clients Come First

At The Lloyd Group, clients are the core of our operations and strategies. We focus on building meaningful, trust-based relationships and making every client feel valued and supported. Our client-first philosophy informs every decision we make when designing financial strategies. Every solution has to align with our clients’ personal goals and situations.

The Importance of Integrity

Maintaining integrity is the driving force of everything we do at The Lloyd Group. We are committed to providing unbiased advice and clear communication throughout the entire financial planning process, adhering to our values, as well as the ideals of our clients. We strive for clients to trust us intrinsically and completely, being a partner they can rely on throughout their financial journey.

A Culture of Learning

Our clients rely on us to be fully informed. We stay on top of industry trends and market shifts, so our strategies reflect what’s happening in the industry and markets in real-time. We convey these shifts to clients by sharing easy-to-understand content, like articles, podcasts, and videos. These ongoing updates help our clients feel confident about their financial decisions — now, and in the future.

Supporting our community

The Lloyd Group is committed to supporting equitable education opportunities for children in low-income communities. Through our involvement with First Book Canada, we support the removal of barriers to learning and the provision of essential resources to educators and students. Our support reflects our belief in a future where every child has access to quality education.

Through our contribution to SickKids, The Lloyd Group supports groundbreaking research and world-class care for the children who need it most. Our involvement not only supports the improvement of treatments and outcomes for children, but the experiences of families. This underscores our dedication to bettering the lives of young patients, their loved ones and communities.

The Lloyd Group is also committed to promoting greater cultural awareness and unity within Canada. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute towards reconciliation and understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.