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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The O’Connor Group, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet the team

Brian O'Connor, QAFP®
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
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Phillip Soares, CIM®, PFP®
Associate Portfolio Manager

Team values

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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 prioritizing our clients’ goals. We are dedicated to delivering personalized, thoughtful guidance that helps clients achieve financial success, while fostering trustworthy, long-term relationships.

Ethics Above Everything Else

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

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Always Doing the Right Thing

At The O'Connor Group, integrity is our foundation. Our unwavering dedication to doing what’s right makes sure every action we take reflects honesty, accountability, and respect for our clients. By prioritizing the highest industry standards and maintaining ethical practices, we build trust and create meaningful relationships that stand the test of time.

Supporting our community

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The O’Connor Group is dedicated to building equitable education opportunities for children in low-income communities. By being involved with First Book Canada, we support the removal of barriers to learning and the provision of essential resources for educators and students. Our commitment reflects our belief in fostering a brighter future where every child has access to quality education and the tools to succeed.

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Through our involvement with SickKids, we contribute to the process of innovative research and world-class healthcare for children. Our contributions support the improvement of health outcomes, while providing hope and healing to families. This underscores our commitment to improving children’s lives and strengthening communities.

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