Management Team

Matthew J. McGrath, BCOMM, CFA, CIM, FMA, FCSI

Head of Advisory Channel and Corporate Development

Matthew McGrath heads up our Advisory Channel and Corporate Development, along with being a key member of the investment management committee. Over Matthew’s 25-year career within the investment industry, he has had the honour of advising and servicing private clients at both RBC and Optimize Wealth Management. Matthew began at RBC, where he spent over a decade as one of the Portfolio Managers in their asset management and private client division, and managed to quickly climb the ranks to become one of their youngest Executive Council Vice Presidents. After moving on from RBC, he was extremely fortunate to have joined Optimize Wealth Management, first as one of our Portfolio Managers, and now as Senior Partner, Head of our Advisory Channel and Corporate Development. Matthew holds a Bachelor of Commerce Degree from Queens University, a Masters of Finance Degree from the University of Toronto, is a Fellow of the Canadian Securities Institute (FCSI), and a Chartered Financial Analyst (CFA) charterholder. As Head of our Advisory Channel, Matthew is fixated on helping our associates, advisors, portfolio managers, and branch teams to continue to deliver this same exceptional service and premium advice to clients. Matthew’s leadership style follows the same personal approach that he has always used with clients. He spends an enormous amount of time listening before putting forward advice and direction.  He values and nurtures a culture of candor, transparency and respect in the true spirit of partnership.

Warren Mackenzie, CA, CPA, CIMA, CIM, CFP

Head of Financial Planning

Warren MacKenzie is the Head of Financial Planning at Optimize Wealth Management, responsible for delivering advice rooted in sound investment principles to help clients achieve their specific financial goals. Over his 30-year career within the financial industry, Warren has become well known as an advocate for investor education and is the author of The Unbiased Advisor, Zen and The Art of Wealth and co-author of New Rules of Retirement and The C.A.R.P. Financial Planning Guide. Warren is a Chartered Accountant, a Chartered Professional Accountant and also holds the Certified Investment Management Analyst Designation (CIMA) along with the Chartered Investment Manager Designation (CIM).  He is a regular contributor to the Globe and Mail, The Canadian Money Saver Magazine, The Home Digest and the Profitable Practice Magazine. In addition to co-authoring six books on finance, investment management and financial planning, Warren currently teaches an investment and wise money management course for The Life Institute.

Sandy Beniamin

Head of Client Service and Onboarding

Sandy Beniamin is the Head of Client Service and Onboarding at Optimize Wealth Management, responsible for overlooking everything related to providing a superior client experience, starting from account opening, transfers, client servicing, and handling ongoing ad hoc requests. Sandy has extensive client servicing leadership experience and is now responsible for leading the end-to-end care of Optimize Wealth Management’s clients, including onboarding, support and ongoing relationship management.  In her leadership role, Sandy ensures that the client service and onboarding departments are constantly prioritized so that the client experience at Optimize Wealth Management remains superior and well above industry levels.

Steven McMackon, CIM, CIWM, FCSI

Portfolio Manager and Senior Financial Analyst

Steven is a Portfolio Manager and Senior Financial Analyst with Optimize Wealth Management, responsible for providing our clients with specific sophisticated financial and portfolio management advice. Steven is fixated on constantly uncovering investment opportunities and asset classes which are mispriced given current market conditions and opportunities.  Prior to joining Optimize Wealth Management, Steven spent several years with HSBC as a Foreign Equity Trading Associate, and over five years with Manulife Securities as a Senior Financial Analyst. Steven holds an Honours Bachelors of Arts Degree from Queen’s University, the Certified International Wealth Manager Designation (CIWM), and the Chartered Investment Manager Designation (CIM). He is a Fellow of the Canadian Securities Institute (FCSI).

Chris Coholan, HBBA

Associate Portfolio Manager

Chris brings over a decade of discretionary wealth management experience to the Portfolio Management team at Optimize Wealth Management working with affluent families, foundations, and not for profit organizations. As an experienced Associate Portfolio Manager, Chris has an extensive background working within both the Public and Private, Equity and Debt asset classes. Chris holds an Honours Bachelors of Business Administration Degree from Wilfrid Laurier University and places the utmost importance on understanding each mandate’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. He is dedicated to developing strong working relationships and providing the highest level of personalized service to each and every client.

Kevin Fobert, CIM

Associate Portfolio Manager

As an investment industry veteran, Kevin has worked in various capacities ranging from institutional and retail trading desks to his current role as Associate Portfolio Manager and Senior Financial Analyst at Optimize Wealth Management. Prior to joining Optimize, Kevin provided diversified wealth management strategies for affluent Canadians and their families with Scotia Capital Inc. As a leader of research, amongst Scotia’s leading practices, he developed model portfolio mandates for the firm’s fee based accounts platform and actively reviewed asset allocation and geographic decisions, as well as individual security selection. Kevin holds the Chartered Investment Manager Designation (CIM), as well as a Bachelor of Arts in Economics from Trent University.

Matthew Tomasic, CFP, CIM

Associate Portfolio Manager

Matthew Tomasic is an Associate Portfolio Manager and Senior Financial Analyst at Optimize Wealth Management. He has been in the financial services industry for well over a decade, beginning his career at National Bank and later joining Optimize Wealth Management as a Senior Financial Analyst. He is now responsible for taking part in the day to day investment selection process, conducting in-depth research and analysis on individual securities through bottom-up and top-down approaches, conducting sector and geographic analysis, ensuring appropriate yield and duration on fixed income securities as well as providing valuable strategic direction on asset allocation. Matthew holds the Certified Financial Planner designation which demonstrates his knowledge, skills, experience and ethics to examine a clients’ entire financial picture at the highest level of complexity required of the profession. Matthew also holds the Chartered Investment Manager designation and is a graduate of Ryerson University where he obtained his Bachelor of Commerce degree majoring in Finance and minoring in Economics.

Thomas Durston, BA, CIM

Associate Portfolio Manager

Thomas Durston is an Associate Portfolio Manager and a Senior Financial Analyst with Optimize Wealth Management, where he is a key member charged with building and maintaining a number of high performance investment mandates. He works tirelessly to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations. Thomas has built his career around constantly analyzing the markets in an effort to identify opportunities which clearly exhibit a dislocation in an investment security’s market price and hence offer a significant opportunity for investors. Thomas majored in Financial Accounting at the University of Guelph, and holds his Chartered Investment Manager Designation (CIM).

Luca Ciminelli, CIM

Associate Portfolio Manager

Luca is an Associate Portfolio Manager and an investment manager who has extensive experience working with private clientele, high net-worth individuals, families, and corporations. With a comprehensive understanding of risk management within client portfolios, Luca accentuates building diversified, multi-asset class portfolios which are aligned to the objectives of clients and investors alike. Centred around a client’s long-term financial success, Luca understands the importance of buying quality assets at a reasonable price – conducting significant analysis of underlying fundamental data and continuously monitoring the macro-economic landscape. In an ever changing market environment, Luca emphasizes the importance of understanding the various phases of the business cycle and how it correlates to asset allocation strategies. Luca graduated with a Bachelor of Commerce with honours from McMaster University. He currently holds the Chartered Investment Manager (CIM) designation.

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