The Brian O'Connor Group

About Brian

As you prepare for your financial future, it helps to have an experienced professional with whom you feel comfortable and whom you can trust.

Brian O’Connor of Optimize Wealth Management in Port Dover/Dunnville has been that friendly professional to generations of Southern Ontario residents. With almost 30 years of Banking and Financial planning experience, Brian continues to find satisfaction in helping people achieve their financial goals.

Having a strategy and setting goals to achieve success in life is where Brian is there to help. Whether it be retirement planning, estate planning, cash flow planning or tax planning, everyone’s situation is unique and requires a personalized plan and attention to detail.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.