The Glen Caton Group

About Glen

Glen was born and raised in Red Deer and is proud of being a Canadian. After high school, he attended Red Deer College and the University of Alberta to earn a Bachelor of Commerce degree. Over the following two decades, Glen married Lyla and became father to Garnet and Sam. He also co-managed a successful livestock farm equipment dealership with his brother, Bill, during that period.

Since the year 2000, Glen has been assisting clients in accumulating wealth. Spending the time needed to listen and gain an understanding of each client’s unique situation is his goal. Also, as a licensed broker of personal insurance for individuals, families and local business owners he’s been able to help implement many risk management strategies.

In 2005, Glen earned the industry recognized CFP (Certified Financial Planner) designation. He believes his conviction to continuing education allows him to continually adapt to change. Glen enjoys assisting others in achieving their important life goals by providing honest and suitable financial planning. When not working, Glen enjoys camping, cycling, gardening, bird watching and especially spending time with friends and family.

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.