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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money — we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Frank Restorick, CFP®
Senior Wealth Planner
Nick Cup
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
william gilroy
William Gilroy, CFA®, MA
Portfolio Manager

Team values

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Client-First Approach

Restorick Financial Services Ltd. prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives each of our decisions, making sure that strategies are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of everything Restorick Financial Services Ltd. does. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, we create trusted partnerships that inspire confidence and build lasting relationships.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

3-2

Empowering Clients Through Knowledge

At Restorick Financial Services Ltd., staying informed and knowledgeable is a top priority. Our team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure every decision is well-informed. This commitment to education fosters confidence and helps clients pursue their financial goals with clarity and assurance.

Timeline

1992

Frank Restorick graduated from the University of Guelph with a Bachelor of Arts degree, specializing in Economics and Politics.

1992

Obtained his Ontario Life Insurance License, enabling him to work as a Life Insurance Advisor. This qualification marked his initial entry into the financial services sector, equipping him with the ability to guide clients through insurance solutions and risk management strategies.

1993 - 2022

Frank earned, and maintained, his registration with the Canadian securities institute. This long-standing standing highlights his deep expertise and commitment to delivering investment advisory services, staying compliant with regulatory requirements, and continuously advancing his knowledge in a dynamic industry.

1999

Frank his Certified Financial Planner (CFP) designation, a prestigious credential recognized across the financial planning profession. This achievement demonstrates his dedication to offering holistic, client-centred financial planning, encompassing investment management, insurance, retirement, estate planning, and more.

Present

Today, Frank Restorick serves as a Wealth Planner at Optimize Wealth Management. Drawing on over three decades of experience in financial services, Frank provides clients with personalized financial strategies designed to help them achieve their long-term goals. His approach combines comprehensive investment advice, insurance planning, and retirement strategies, always with a focus on transparency, trust, and client success.

Supporting our community

Frank Restorick Financial Services Ltd. proudly supports Food4Kids, an organization dedicated to providing healthy food packages to children who face food insecurity. Our involvement helps make sure that vulnerable children across Southern Ontario have reliable access to nutritious meals when school programs are unavailable.

places for people

We are a proud supporter of Places for People, an organization dedicated to transforming lives by creating homes and supporting tenants. Through our involvement, we help contribute to the development and management of quality, affordable rental housing that offers stability and opportunity for individuals and families.

Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for Restorick Financial Services Ltd.. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects our belief in a more compassionate and unified society.

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.