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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

Phillip Soares (2)
Phillip Soares, CIM®, PFP®
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 each recommendation is made with their best interests in mind. By upholding the highest ethical standards, we build long-term relationships rooted in trust and respect, ensuring that every client feels confident and secure as they pursue their financial goals.

Client-First Approach

Clients are at the heart of every decision at Optimize. We take the time to understand each client’s unique goals, needs, and circumstances, crafting personalised strategies designed to 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 ensures your success is always 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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Innovation That Drives Results

Innovation 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 on emerging trends and continuously refining our practices, we deliver solutions that are both dynamic and effective. Our commitment to innovation ensures that 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 their involvement with First Book Canada, they help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects the team’s belief in fostering a brighter future and ensuring every child has access to quality education.

 

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Advancing pediatric health is a priority for Optimize. By contributing to SickKids, they support groundbreaking research and provide world-class healthcare for children. Their involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring their 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 their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement reflects a 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.