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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The MacDonell 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.

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Meet the team

Gus MacDonell, CLU®
Wealth Planner
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
Harris Whiting, CIM®
Associate Portfolio Manager

Team values

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Client-First Approach

The MacDonell Group prioritizes exceptions, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives every decision, making sure strategies are tailed to achieve meaningful outcomes.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundations of The MacDonell Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting our clients’ best interests at the forefront, we create trusted partnerships that inspire confidence.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At the MacDonell Group, staying informed and knowledgeable is a top priority. Our team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering our clients through education, we make sure every decision is well informed. This commitment to education fosters confidence and helps our clients pursue their financial goals with clarity and assurance. 

Timeline

1986

Gus began his career at Sun Life Financial as an Insurance and Mutual Funds Agent, marking the start of his journey in the financial services industry.

2002

Joined IQON Financial as an Insurance and Mutual Funds Agent, expanding his expertise in financial planning.

2007

Worked at Investment Planning Counsel as a Mutual Funds Agent and Financial Advisor, further honing his skills at providing comprehensive financial advice.

2021 - Present

Gus is currently a Wealth Planner at Optimize Wealth Management, where he continues to help clients with all aspects of their financial futures.

Supporting our community

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Providing equitable education opportunities for children is a cause we are truly passionate about. By supporting First book Canada, The MacDonell Group helps make sure that children in need have access to the resources needed for academic success. This reflects our dedication to fostering brighter futures through both education and community involvement.

 

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Improving health outcomes for children is a priority for the MacDonell Group. Through our contribution to SickKids, we support groundbreaking pediatric research and innovative care that benefits children and families. Our involvement underscores a commitment to advancing healthcare and creating a healthier future for the next generation.

 

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Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for the MacDonell Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects our belief in a more compassionate and unified society.

@ 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.