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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

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

Integrity

At The Sabourin Group, integrity is more than just a principle—it’s a commitment to always acting in the best interests of their clients. Louise and her team believe in doing what’s right, even when it’s not the easiest path, and hold themselves to the highest standards of professionalism. 

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Communication

Effective communication is at the heart of every client relationship at The Sabourin Group. They believe listening is just as important as speaking, ensuring each client’s needs, goals, and concerns are fully understood before offering solutions. By simplifying financial concepts and providing clear, actionable advice, The Sabourin Group helps 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 Brampton to support initiatives that positively impact children in their community. Through sponsorships, volunteer efforts, and event participation, they have helped bring meaningful programs to life—ensuring that young people have access to opportunities that foster growth, education, and well-being. From local fundraising events to hands-on involvement in community projects, their commitment aligns with Kiwanis' mission of improving the world, one child and one community at a time. 

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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, it provides integrated palliative care through a compassionate, team-based approach. The hospice ensures that residents spend their final days in dignity and comfort, surrounded by loved ones. The Sabourin Group’s contributions help sustain essential services, allowing the hospice to continue offering personalized care, grief support, and family resources. 

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Promoting cultural awareness and reconciliation is an important value for The Sabourin Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. This involvement highlights their commitment to creating a more inclusive, unified, and compassionate society for future generations.

@ 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.