The Guy Burberry Group

About Guy

After graduating from the University of Western Ontario in 1995, Guy began his wealth planning career at a local independent firm, and over the past 22 years he has helped many people realize their financial goals.

Guy was born and raised in Niagara and continues to grow his practice in and around the community.  He has worked in the business long enough to provide the knowledge and expertise to serve the most discerning clientele, yet not so long that he has forgotten how to provide the level of service that you have every right to deserve. Guy provides wealth management services to individuals and business owners in the active accumulation and growth phase of the retirement planning process as well as safe income solutions focused on preservation of capital for those clients who are living their dreams in retirement.

Through his independent mindset and disciplined approach, Guy Burberry gives his clients the confidence and peace of mind to focus on what’s truly important in life without having to worry about the day to day details of wealth management. His unique Strategy leads clients through a process that will clarify their financial objectives, develop a personalized financial plan, and ultimately attain their financial goals quickly and efficiently. 

Guy believes in giving back to the community that has been good to him and has been an active member on the board of directors for Niagara Falls Big Brothers Big Sisters as well as participating in a number of fund raising and charitable efforts.

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.