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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

Louise Sabourin, CFP®
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
Phillip Soares, CIM®, PFP®
Associate Portfolio Manager

Team values

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Honesty as Our Foundation

Honesty is the foundation of The Sabourin Group's approach to financial planning. Our team believes clients deserve clear, straightforward advice that helps them make informed decisions about their financial futures. They prioritize full transparency, making sure clients understand their options, risks, and opportunities, without confusion or unnecessary complexity.

Unwavering Commitment to Integrity

At The Sabourin Group, integrity is more than just a principle — it’s our commitment to always act in the best interests of our clients. Our team believes in doing what’s right, even if it’s not the easiest path. We hold ourselves to the highest professionalism and industry standards, so clients receive personalized, meaningful financial guidance.

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Effective Communication Practices

Effective communication is at the heart of every client relationship at our firm. We believe listening is more important than speaking, meaning we first get clear on each client’s goals and concerns before offering solutions. By integrating clients’ personal values into our actionable advice, we help clients feel informed and confident in their decisions. 

Supporting our community

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For over a decade, The Sabourin Group has proudly partnered with Kiwanis Club of Brampton, supporting initiatives that positively impact children in their community. Through sponsorships, volunteer efforts, and event participation, we have helped bring meaningful programs to life, giving youth access to experiences that support their education and well-being. From local fundraising events to hands-on projects, our commitment aligns with Kiwanis' mission of improving the world.

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Since 2020, The Sabourin Group has supported Maison McCulloch Hospice, a privately-funded hospice in Sudbury, Ontario. Now the largest hospice in the province, the team provides palliative care through a compassionate, team-based approach. The hospice helps residents spend their final days in dignity and comfort, surrounded by loved ones. Our contributions help them sustain essential services, allowing the hospice to continue offering personalized care, grief support, and family resources.

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Promoting cultural awareness and unity is important to The Sabourin Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.

@ 2025 - Optimize Asset Management

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.