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The Glen Caton Group


Glen Caton CFP®

Wealth Planner

 Red Deer, Alberta

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.

Optimize's Approach to Wealth Management

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.

The Glen Caton Group's Value Add

The cornerstone of the  Glen Caton Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

Glen provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Adam Newsome is the Portfolio Manager who advises and manages client investment accounts, while Glen helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning and estate planning. Additionally, as a registered insurance advisor, Glen provides his clients with tailored insurance solutions.


Please know that Glen Caton is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.



Office Location

The Glen Caton Group

Adam Newsome Headshot


Adam Newsome
Portfolio Manager