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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

Jason Mizak, BPE, CFP®
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
Brian Wells, CIM
Associate Portfolio Manager

Team values

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Honesty in Every Interaction

At Mizak Private Wealth, honesty is the foundation of our relationships. We are committed to providing clear, truthful advice that prioritises your best interests. Our clients can trust that every recommendation reflects their unique goals and circumstances. By fostering open and honest communication, we ensure you feel confident and supported throughout your financial journey, knowing we are always transparent in our guidance.

Integrity as a Guiding Principle

Integrity is central to everything we do at Mizak Private Wealth. We uphold the highest ethical standards, ensuring every decision we make aligns with what is best for you. Our team is dedicated to acting with fairness, accountability, and professionalism, building lasting relationships based on trust and respect. With integrity as our compass, we remain unwavering in our commitment to helping you achieve your financial goals.

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Objectivity in Financial Advice

Mizak Private Wealth values objectivity as a cornerstone of our practice. We provide unbiased, personalised advice tailored to your unique financial situation and aspirations. Free from conflicts of interest, our recommendations are designed to prioritise your goals and deliver meaningful outcomes. By offering clear, impartial guidance, we empower you to make informed decisions with confidence, knowing your financial success is our only focus.

Supporting our community

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Mizak Private Wealth is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they work to remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects their belief in fostering a brighter future where every child has access to quality education and opportunities to succeed.

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Advancing pediatric health is a key priority for Mizak Private Wealth. By contributing to SickKids, they support groundbreaking research and provide world-class healthcare for children. Their involvement helps improve health outcomes while offering hope and healing to families. This commitment underscores their dedication to making a meaningful difference in the lives of young patients and fostering healthier communities.

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Promoting cultural understanding and reconciliation is a core value for Mizak Private Wealth. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to fostering reconciliation and building connections between Indigenous and non-Indigenous communities in Canada. Their involvement highlights their commitment to creating a more inclusive and compassionate society for generations to come.

@ 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.