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Our Team

Elevating success together. Get to know the team that shares your vision.

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Chris Bell

Wealth Planner

 chris.bell@optimize.ca

  (250) 365-7777

 

About Chris

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Lisa Lesy

Assistant

  (250) 365-7777

 lisa.lesy@optimize.ca

 

About Lisa

Optimize Representatives

Adam

Adam Newsome

Portfolio Manager

 adam.newsome@optimize.ca

Philip Swan 1

Philip Swan

Portfolio Manager

Please know that Chris Bell is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registrable 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.