The Stuart Proctor Group

About Stuart

Stuart graduated from the University of Western Ontario in 1976 with an undergraduate degree in economics. Moving to Calgary, he was able to use his educational background to begin a ten year career with a loans and mortgage corporation, culminating with his position as trust company branch manager in Kelowna, B.C. Subsequently, Stuart transitioned to investment and financial advice, joining Investors Group in 1987, moving back to his beloved Alberta. Together with the firm’s excellent training, and completion of his Certified Financial Designation (CFP) in 1996, he was able to transition to smaller and more independent boutique firms. Born in Regina, Stuart has been married to his “rock”, his wife Patti, for 38 years and they have raised one son, Dylan (the “apple of his eye”, whom Stu devotes as much time as possible to). Where time permits, Stuart enjoys being behind the wheel of his motorhome, exploring as much as possible of the country he loves.

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.