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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

Steven McMackon, CIM®, CIWM, FCSI
Senior Portfolio Manager

Team values

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Clear Communication

At The McMackon Group, clear and consistent communication is the foundation of our success. We prioritise open dialogue to foster trust, ensuring clients feel heard and understood. By tailoring solutions to each client’s unique goals and aspirations, we deliver advice that aligns with their values and priorities. Our commitment to transparent and proactive communication empowers clients to stay engaged and confident throughout their financial journey, creating a partnership built on mutual understanding and trust.

Transparency in Every Interaction

Transparency is at the heart of how we serve our clients at The McMackon Group. We are dedicated to providing honest, straightforward advice, offering full disclosure at every step of the financial planning process. By simplifying complex financial strategies and explaining the “why” behind our recommendations, we empower clients to make informed decisions with confidence. This transparent approach ensures clarity, trust, and a stronger understanding of how each plan aligns with their financial goals.

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Innovative and Reflective Solutions

The McMackon Group combines innovation and reflection to deliver exceptional financial guidance. By utilising the latest tools and strategies, we adapt to evolving market conditions and offer cutting-edge solutions tailored to our clients’ needs. At the same time, we reflect on past experiences to continually refine our methods. This dual commitment to progress and learning ensures we provide forward-thinking, effective strategies that support long-term financial success while meeting the unique challenges of today’s dynamic financial landscape.

January 2006 – August 2009

Steven McMackon began his career at HSBC as an Operations Specialist, supporting financial operations and processes.

August 2009 – May 2012

He advanced to the role of Foreign Equity Trader at HSBC, managing international equity trades and contributing to the firm's global trading activities.

June 2012 – December 2017

Steven worked as an Investment Representative at Manulife Securities, providing clients with investment solutions and portfolio management support.

December 2017 – Present

He joined Optimize Wealth Management, where he has held roles as Senior Financial Analyst, Portfolio Manager, and currently serves as Senior Portfolio Manager, offering strategic financial planning and portfolio management services.

Supporting our community

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The McMackon Group is committed to supporting animal welfare through volunteer work with Toronto Street Cats. By assisting with spay and neuter clinics and providing care and assessments for animals, the team contributes to improving the well-being of stray and feral cats in the community. Their involvement reflects a dedication to creating a compassionate and responsible approach to animal care.

local soccer

Investing in youth development is a priority for The McMackon Group, as demonstrated through their involvement in coaching a local children’s soccer team. By fostering teamwork, confidence, and skill-building, the group helps young athletes grow both on and off the field, contributing to a strong and supportive community.

collingwood

The McMackon Group proudly supports the Collingwood Hospital by participating in fundraising initiatives through ski touring and hiking events. Their efforts help enhance healthcare services and ensure the hospital can continue providing exceptional care to the local community. This partnership underscores their commitment to supporting the well-being of families and individuals in the region.

@ 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.