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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

Mike Rawn
Wealth Planner
Jordan Rawn
Wealth Planner
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
harris whiting
Harris Whiting, CIM®
Associate Portfolio Manager

Team values

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Client-Focused Planning

At the Rawn Group, we believe every client deserves personalized financial guidance, regardless of their resources or life situation. We take the time to listen, ask the right questions, and understand each client’s unique needs and aspirations. Through close collaboration, we develop customized financial solutions designed to provide confidence and peace of mind. Our client-first approach ensures every individual feels valued, supported and empowered as they work towards achieving financial security.

Commitment to Trust and Integrity

We deliver exceptional service through our responsiveness, attention to detail, and proactive care. The Rawn Group is committed to providing timely updates, clear communication and ongoing support tailed to each client’s needs. By regularly reviewing and adjusting financial plans, we ensure strategies remain relevant amid life changes and market fluctuations. This dedication allows us to anticipate challenges, seize opportunities, and give clients confidence throughout their financial journey. This is the basis for the long-term, trusted relationships we seek to build with our clients.

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Excellence in Service

At The Rawn Group, we deliver exceptional service through responsiveness, attention to detail, and proactive care. We provide timely updates, clear communication, and ongoing support tailored to each client’s needs. By regularly reviewing and adjusting financial plans, we ensure strategies remain effective amid life changes and market conditions. This dedication allows us to anticipate challenges, seize opportunities, and give clients confidence in their financial journey. Our commitment to excellence fosters long-term, trusted partnerships.

Early Career

Mike Rawn began his financial career at Central Guaranty Trust, discovering his passion for wealth planning.

2000's

Established himself as a comprehensive wealth planner, specializing in taxation, estate planning and goal-oriented financial planning.

2017

Expanded his team to include tax planning experts, enhancing his firm’s ability to provide holistic and integrated financial advice.

2023

Transitioned to Optimize Wealth to better deliver comprehensive financial guidance supported by advanced technology and personalized service.

Supporting our community

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The Rawn Group proudly supports the Boys and Girls Club of Durham Region, helping provide children with essential development programs. This partnership reflects a commitment to fostering opportunities for young people to learn, grow, and thrive.

 

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The Rawn Group contributes to Lake Ridge Community Services, an organization that provides crucial resources and support to families in need. This involvement reinforces the group’s dedication to building stronger, more inclusive communities.

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Supporting the Hearth Place Cancer Support Centre, The Rawn Group helps provide emotional and practical support to individuals and families affected by cancer. This commitment highlights the group’s compassion and dedication to enhancing community well-being.

 

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Through involvement with the St. Vincent de Paul Society, The Rawn Group assists in providing food, shelter, and financial support to individuals and families facing hardship. This partnership reflects a deep belief in the importance of compassion and meaningful community service.

@ 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.