Kim Quanz is a highly experienced financial professional with over 25 years in the financial services industry, specializing in wealth management and financial planning. She is dedicated to helping successful professionals, retirees, and individuals serious about their financial future achieve long-term financial security through strategic planning. Her expertise includes comprehensive financial planning, tax-efficient strategies, estate planning, and investment management.
Kim takes great pride in guiding clients to make smart financial decisions, empowering them to live out their dreams with confidence. She believes financial success is built on trust, clear communication, and consistent effort—values she embodies in every client relationship.
Beyond her professional career, Kim is passionate about giving back to her community. She volunteers with the ski racing program in Collingwood, Ontario, where she enjoys watching athletes develop, with some competing at the Olympics. Kim’s approach to wealth management is rooted in treating clients the way she would like to be treated.
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.
Meet the team
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Kim Quanz, CSC
Senior Wealth Planner
- Email: kim.quanz@optimize.ca
- Phone: (905) 875-4747
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
- Email: nick.cup@optimize.ca
- Phone: (416) 900-3887
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Harris Whiting, CIM®
Associate Portfolio Manager
Harris Whiting is an Associate Portfolio Manager at Optimize, where he helps clients invest with purpose and clarity. His role extends beyond portfolios to being a coach, educator, and trusted partner. He makes sure every decision reflects each client’s financial position and long-term goals. He also works with advisors to create a seamless, supportive client experience.
Early in his career, Harris recognized how money influences daily life. Driven by a passion for helping others feel confident in their finances, he entered financial services. Simplifying complex concepts into comprehensible action plans has been one of the most fulfilling aspects of his work. He provides steady guidance through market volatility, creating resilient portfolios that remain aligned with clients’ goals.
Outside of work, Harris enjoys distance running, golf, travelling, exploring Toronto’s restaurants, and keeping up with market trends. Most of all, he values quality time with family and friends.
- Email: harris.whiting@optimize.ca
- Phone: (437) 253-5716
Team values
Client-First Approach
The Quanz Group prioritize exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.
Integrity as a Guiding Principle
Honesty, transparency, and ethical practices are the foundation of The Quanz Group. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, they create a trusted partnership that inspires confidence and builds lasting relationships.
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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 Clients Through Knowledge
At The Quanz Group, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.
Timeline
1997-2002
Kim Quanz is a Wealth Planner at CI Assante, providing comprehensive financial planning services to clients.
2002 - 2022
She becomes a Senior Wealth Planner and Branch Manager at Investment Planning Counsel, leading a team while delivering strategic wealth management solutions.
2022 - Present
Currently, Kim resides as a Senior Wealth Planner at Optimize Wealth Management – Helping clients achieve financial security through personalized, tax-efficient strategies.
Supporting our community
Providing equitable education opportunities for children is a cause The Quanz Group is passionate about. By supporting First Book Canada, the team helps ensure that children in need have access to the resources they require to succeed academically. This reflects their dedication to fostering brighter futures through education and community involvement.
Improving health outcomes for children is a priority for The Quanz Group. By contributing to SickKids, they support groundbreaking pediatric research and innovative care that benefits children and families. Their involvement underscores a commitment to advancing healthcare and creating a healthier future for the next generation.
Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for The Quanz Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects their belief in a more compassionate and unified society.