The Lionel Johnson Group

About Lionel

Lionel has worked in the finance industry for over 40 years. He began his career in the mortgage industry providing over 500 mortgages for his clients, many of which were first-time home buyers. It was during that time Lionel realized he had a distinct passion for working with people and helping them secure a solid foundation of home ownership to secure their financial future.

In 2022, Lionel moved to Optimize Wealth Management, a next generation in premier wealth management, whereby success is based on how well financial goals are achieved. He provided clients with personalized financial solutions to help them at every stage of their lives. This included financial planning, tax preparation, insurance solutions, debt management, and estate planning.

Lionel and his wife enjoy life on Salt Spring Island practicing sustainability with a small hobby farm with an orchard, nut trees and vegetable gardens. The couple have chickens, honeybees and grow as much of their own food as possible.

Lionel gives back to the community by volunteering his time and knowledge as Executive Treasurer with the Salt Spring Island Conservancy. This awesome charitable organization protects and enhances the natural values of their beautiful island and its surrounding waters. The group acquires land or covenants, and educates landholders and the public towards improved stewardship.

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.