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’Gorman 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.
Meet the team


Michael O'Gorman, CPA, CFP®
Wealth Planner
In addition to his role at Optimize, Michael has been the owner of Michael T. O’Gorman CPA, CFP® since 1990, offering individual and corporate tax advice and preparation services. His expertise allows him to provide tailored financial solutions that address both immediate and long-term needs.
Michael holds a Business and Accounting diploma from Mohawk College. Based in Milton, Ontario, he is committed to providing clients with trusted, knowledgeable financial guidance.
- Email: michael.ogorman@optimize.ca
- Phone: (905) 878-1258


Nick Cup, MBA, CFP®, CIM®
Portfolio Manager
- Email: nick.cup@optimize.ca
- Phone: (416) 900-3887
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Harris Whiting, CIM®
Associate Portfolio Manager
- Email: harris.whiting@optimize.ca
- Phone: (437) 253-5716
Team values

Client-First Approach
The O’Gorman Group prioritizes personalized service, paying careful attention to each client’s unique goals and needs. Our diligent personalization builds trust and fosters meaningful relationships, helping clients feel valued and supported in their financial journeys. This client-first approach drives every decision we make, enabling us to design strategies that are tailored to achieve meaningful outcomes.
Driven by Ethics
Ethics guide every decision at The O’Gorman Group. We believe a strong moral compass is essential to delivering high-quality service. By adhering to sophisticated ethical standards and industry regulations, we make sure our clients receive the most updated and accurate advice as it relates to their portfolios and personal values. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

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.

Empowering Through Knowledge
At The O’Gorman Group, staying informed and knowledgeable is a top priority. Our team avidly tracks industry trends to provide prompt guidance that reflects the latest market developments. By offering up-to-date strategy recommendations and educating clients on the “why” behind them, we make clients feel well-informed in every decision they make. This commitment to education helps clients feel confident as they navigate their financial journeys.
Supporting our community

The O’Gorman Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

Advancing pediatric health is a priority for The O’Gorman Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

Promoting cultural awareness and unity is important to The O’Gorman Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.