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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

Narges Khalili (1)
Narges Khalili
Associate Portfolio Manager

Team values

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Integrity as Our Guiding Principle

At Optimize, integrity is the foundation of everything we do. We are dedicated to acting with honesty, fairness, and transparency in every interaction. Clients can trust that our recommendations are made with their best interests in mind. By upholding the highest ethical standards, we build long-term relationships rooted in trust and respect, making sure every client feels confident and secure as they pursue their financial goals.

Client-First Approach

Clients are at the heart of every decision we make at Optimize. We take the time to understand each client’s unique goals and circumstances, crafting personalized strategies that deliver meaningful outcomes. By focusing on proactive communication, tailored advice, and exceptional service, we foster trusted relationships that provide clarity and confidence throughout every stage of the financial journey. Our client-first mindset makes sure each client's success is our priority.

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Group 1976 (1)

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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Driving Dynamic Results

Dynamic development is a key pillar of Optimize’s approach. We leverage advanced tools, cutting-edge strategies, and forward-thinking insights to help our clients navigate an ever-changing financial landscape. By staying informed about emerging trends and continuously refining our practices, we deliver effective solutions. Our commitment to evolving with the industry means clients receive the best possible advice and strategies to achieve lasting financial success.

Supporting our community

Firstbook Logo

Optimize is committed to supporting equitable education 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 for educators and students. This reflects our team’s belief in fostering a brighter future and making sure every child has access to quality education.

 

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Advancing pediatric health is a priority for Optimize. By contributing to SickKids, we support the process of groundbreaking research and the provision of world-class healthcare for children. Our involvement not only helps to improve health outcomes but also offer hope and healing to families. This underscores our dedication to bettering the lives of young patients and fostering healthier communities.

Gord Downie Fund Logo

Promoting cultural awareness and unity is a key focus for Optimize. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and fostering understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects our commitment to creating a more inclusive and compassionate society for future generations.

@ 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.