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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 investment size or complexity. We take the time to listen, ask the right questions, and understand each client’s unique goals, needs, and aspirations. Through close collaboration, we develop custom financial strategies designed to provide confidence and peace of mind. Our client-first approach ensures every individual feels valued, supported, and empowered as they work toward achieving financial security and long-term success.

Commitment to Trust and Integrity

Trust and integrity are the foundation of everything we do at The Rawn Group. We earn trust through transparency, consistency, and honest communication. Every decision we make is guided by the principle of “clients first, always,” ensuring our actions prioritize their best interests. Our commitment to doing the right thing, even when no one is watching, builds relationships rooted in respect and reliability. At The Rawn Group, we are dedicated to being a partner clients can count on.

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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, where he discovered his passion for wealth planning.

2000's

During this decade, he established himself as a comprehensive wealth planner, specializing in taxation, estate planning, and goal-oriented financial planning.

2017

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

2023

Mike transitioned to Optimize Wealth, focusing on delivering 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 to 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 Lakeridge 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.