The Larry Verniest Group

About Larry

Larry Verniest grew up in southern Manitoba graduating with a degree in agricultural economics from the University of Manitoba. After working in sales and sales management in the agricultural industry, Larry started building his Calgary based financial planning practice in 2001. He built his business with holistic independent advice.

Larry works with individuals, families and small businesses to help them achieve their financial goals. Larry strives to have an integrated approach, pulling together all the pieces and developing a holistic plan.

Larry, along with his wife Rosa, reside in Calgary. Larry enjoys travel, the mountains, golf and hockey. As both offence and defense are important in hockey, so too are offence and defense in wealth planning. Planning and saving for the future as well as protecting oneself from unexpected health challenges are both building blocks of a good financial plan.

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.