The Zacharie Sutton Group
Zacharie Sutton
Wealth Planner
Ajax, Ontario
About Zacharie
Zacharie Sutton, a Certified Financial Planner, spent the last ten years at two of Canada’s leading financial institutions. “I started off in banking services and quickly discovered that helping people with their finances could positively impact every area of their lives. I became hooked on that notion, and my passion for giving clients the financial plans best suited for them was born.” Honesty and integrity are two of the pillars that Zacharie has built his reputation on. His mission is to understand each client’s goals, objectives and risks so he can create a customized financial plan for them.
"I treat each client like they are family, and I want my family to sleep well knowing that they are in capable hands.”
Outside of work, Zacharie’s interests revolve around Faith, Family, Fitness & Fun. You will usually find him with his face buried in a novel, cheering on his 3 kids at soccer or gymnastics, or sharing a belly laugh with Tonya, his wife of 15 years.
Zacharie’s expertise lies in retirement planning, pensions, maximizing cash flow, estate planning and protection. Along with his Certified Financial Planner designation, he is also an independently licensed life insurance agent.
About Tonya
Tonya Sutton is the Office Manager at Empire Wealth Group and has worked in the customer service realm for over twenty years.
Her warmth and friendliness will shine as you step through the door. She is the glue that holds the company together!
Outside of work, you will find Tonya taking a kickboxing class, enjoying soccer or gymnastics with her three children, or spending quality time with her husband Zach.
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 Zach Sutton Group's Value Add
The cornerstone of the Zach Sutton 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.
Zach 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. Dylan Kerney is the Portfolio Manager who advises and manages client investment accounts, while Zach helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning and estate planning. Additionally, as a registered insurance advisor, Zacharie provides his clients with tailored insurance solutions.
Please know that Zach Sutton 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
zacharie.sutton@optimize.ca
877-350-3598
Office Location
The Zach Sutton Group
Dylan Kerney
Portfolio Manager
Tonya Sutton
Office Manager