The Colin Baird Group

About Colin

After first receiving a BA in Economics at the University of Western Ontario, Colin returned to earn his MBA in Finance at UWO’s Richard Ivey School of Business in 1998. Since graduating he has worked at a mix of bank owned and independent brokerages and his search for a platform that provides a full suite of services while allowing for both independence and a client centered approach has brought him to Optimize.

Colin was born in Toronto and grew up in the nearby Milton. Comfortable in both big city and small-town environments he brings that easiness to all of his clients, meeting each of them where they are at in life and experience. 

Technological advancement has ushered in massive changes in many industries including the brokerage and investment space. While others may be troubled by the disruption Colin has embraced the opportunity to be a work-from-home dad and husband, allowing him to be more richly involved in the lives his wife, Amy, son Reid, and daughter Riley. With this comes a deep appreciation for the importance of family, both his own and those of his clients.

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.