The Doug Ransom Group

About Doug

Doug developed an interest in investing and personal finances from an early age. Prior to entering the financial services industry in 2006, Doug enjoyed a successful career in the technology sector.
Doug has increasingly developed a passion for helping others with their investments, financial and estate planning. He’s gone on to achieve professional designations including the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM)®.
Doug’s holistic goals-based planning approach is designed to uncover your financial goals and develop solutions to achieve them. Doug aligned himself with Optimize Wealth Management in 2022 because of the benefits of the Optimize portfolio management process in helping clients achieve their investment goals.
Risk management and estate planning are an important component of holistic financial planning. Life and Critical Illness insurance are offered through Island Choice Insurance Brokers.
Doug lives in the Victoria, BC area with his wife Lisa and son Calvin. Away from the business he enjoys hiking, cycling, fair-weather kayaking, and keeping fit at the gym. A new hobby for Doug is motorcycling, Doug just acquired his motorcycle license at age 54.

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.