The Tim Hazlett Group
Tim Hazlett, CFP®, RRC
Wealth Planner
Gander, Newfoundland
About Tim
Tim Hazlett, CFP, RRC is a Senior Financial Planner who helps individuals and business owners nearing retirement get the most out of their money. Tim has been working in the financial services industry for 28 years, originally as an insurance broker. For the past 23 years Tim has offered a full range of financial services, 19 of those as a CFP Professional.
Tim is a proud CFP professional registrant and strives to offer the best quality and ethical service in the industry. Over the years, he has developed very strong relationships with his clients and considers many of them to be personal friends today.
Tim’s interests in life are all about Family, trips to their cottage, family hikes on the vast trails and beautiful beaches of Newfoundland, family trips, fishing, and reading an intriguing book.
Tim is looking forward to continuing his financial planning journey with Optimize Wealth Management for many more years, and is excited about the many benefits Optimize brings his valued clients.
About Lucas
Lucas Hazlett is a Financial Assistant to Senior Financial Planner Tim Hazlett with Optimize Wealth Management. He has graduated with a Diploma in Business Administration from the College of the North Atlantic and currently working towards a BA in Business Administration through Memorial University of Newfoundland. Aspiring to eventually obtain a CFP and assist others in reaching their financial goals.
His interests in life consist of travelling to other countries and experiencing different ways of life, spending time with family and friends, and enjoying what Newfoundland and Labrador have to offer such as hiking, fishing, and sightseeing.
Lucas anticipates seeing what the future has in store in regard to his career path, and hopes to make many valuable connections along the way.
About Brady
Brady is a Financial Assistant to Senior Financial Planner Tim Hazlett with Optimize Wealth Management. He is currently pursuing a diploma in Business Administration through the College of the North Atlantic. Aspiring to become a CFP and assist others in achieving their financial goals.
His interests in life consist of enjoying nature walks, skiing, snowmobiling, and spending time with family and friends.
Brady anticipates seeing how far his educational journey and career path will take him. He also hopes to make many valuable connections along the way.
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 cornerstone of the Tim Hazlett 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.
Tim 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. Nick Cup is the Portfolio Manager who advises and manages client investment accounts, while Tim helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Tim Hazlett 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.
Contact
tim.hazlett@optimize.ca
709-235-1263
709-256-4025
Office Location
Tim's Wealth Management Team
Nick Cup
Portfolio Manager
Lucas Hazlett
Financial Assistant
Brady Hazlett
Financial Assistant