Skip to content

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.

Watch Video

Meet the team

Brian O'Connor, QAFP®
Wealth Planner
Sameer Amin
Supervising Portfolio Manager
Bonnie Gunn
Portfolio Manager

Team values

1

Clients First, Always

Putting clients first is not just a value; it’s our guiding philosophy at The O’Connor Group. Every interaction, decision, and strategy is rooted in understanding and prioritising our clients’ needs and goals. We are dedicated to delivering personalised, thoughtful guidance that helps clients achieve financial success while fostering long-term relationships built on trust and care.

Ethics Above Everything Else

Ethics guide every decision at The O’Connor Group. We believe that a strong moral compass is essential to delivering truly exceptional service. By adhering to the highest ethical standards, we ensure our clients receive unbiased, honest, and transparent advice. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

2
3-2

Always Doing the Right Thing

At The O’Connor Group, integrity is our foundation. We are committed to doing the right thing, even when no one is watching. This unwavering dedication to ethical practices ensures that every action we take reflects honesty, accountability, and respect for our clients. By consistently prioritising what is right, we build trust and create meaningful relationships that stand the test of time.

Supporting our community

Firstbook Logo

The O’Connor Group is dedicated to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they help remove barriers to learning by providing essential resources and opportunities for educators and students. This commitment reflects their belief in fostering a brighter future where every child has access to quality education and the tools to succeed.

logo-SickKids-320x200

Advancing pediatric health is a cornerstone of The O’Connor Group’s community involvement. By contributing to SickKids, they support innovative research and world-class healthcare for children. Their contributions help improve health outcomes and provide hope and healing to families, underscoring their commitment to improving lives and strengthening communities.

Downie-Wenjack-New-Logo-2

Fostering cultural awareness and reconciliation is a priority for The O’Connor Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to building understanding between Indigenous and non-Indigenous communities in Canada. Their involvement highlights a dedication to creating a more inclusive, unified, and compassionate society for future generations.

The OConnor Group-02-1

Contact Us

(519) 512-9950 brian.oconnor@optimize.ca

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.