Our Team
Elevating success together. Get to know the team that shares your vision.
Adrian Chapman
Wealth Planner
adrian.chapman@optimize.ca
(807) 274-7115
Jean Dick
Wealth Planner
jean.dick@optimize.ca
(807) 274-7115
About Jean
Having been part of the team for over 20 years, Jean Dick is constantly exploring new ways to strengthen her client experiences and bring value to their financial lives. The ability to leverage her Registered Retirement Consultant designation, years of extensive experience, and a fierce loyalty has made her a guiding light to her clients and their families. Jean is an integral part of the Holmlund Financial family and is a person you can count on no matter the challenge.
A wife to Mike and proud mother of 2 daughters, family and friends are everything to Jean… unless it’s golf season… then it’s a toss up. Jean is our resident golf pro and spends most of her free time in the summer on the links with her friends.
Tyler Ruppenstein
Associate
tyler.Ruppenstein@optimize.ca
(807) 274-7115
About Tyler
Tyler Ruppenstein is driven. Driven to solve problems, find solutions and make our client’s lives better. On a day to day basis Tyler can be found, as he often puts it, “clearing the financial fog”. With a clients above self mindset, Tyler works diligently to ensure that people are properly prepared for anything that their financial life can throw at them. He strives to ensure that our clients can rest easy knowing they have a plan and the advice that will get them to where they want to be.
Thanks in part to his passion for assisting clients, Tyler has achieved his Registered Retirement Consultant designation and continues to work towards obtaining his Certified Financial Planning designation.
When Tyler isn’t working, you’ll find him spending time with family who inspire him to be the best he can be. In 5 words – Hunting, Fishing, Family, Faith & Football (soccer). The perfect mix for a German Canadian. Wunderbar!
Tiffany Sandelovich
Associate
tiffany.sandelovich@optimize.ca
(807) 274-7115
Meghan Vogan
Associate
meghan.vogan@optimize.ca
(807) 274-7115
About Meghan
Meghan brings over six years' experience and knowledge in wealth and financial planning which will certainly have a positive impact on our clients’ financial lives. Meghan has a genuine desire to provide extraordinary service and prides herself on care and diligence during every interaction.
When Meghan isn’t working, you can find her outdoors. She loves camping, hiking and being on the lake. She also enjoys spending time with her friends, family, and her dog Molly.
Lori Shoemaker
Associate
lori.shoemaker@optimize.ca
(807) 274-7115
About Lori
With 17 years of front office experience Lori Shoemaker is our “Director of Customer Happiness”. Lori’s positive and enthusiastic approach to life makes her the perfect person for the role. Clients appreciate her warmth & commitment, and we appreciate how she binds our team together. Always ready for a challenge, Lori consistently takes the extra steps to make our client’s lives better.
1 husband, 2 daughters, 1 son, 2 sons-in-law, 3 beautiful grandchildren and a large extended family, Lori is family focused to say the least. Her “wild and noisy” family is her true joy. Thankfully, she can also find peace in the outdoors - activities like gardening, hiking, snowshoeing, and birdwatching. Lori may have discovered the secret to happiness.
Optimize Representatives
Dave Taylor
Portfolio Manager
david.taylor@optimize.ca
Adam Newsome
Portfolio Manager
adam.newsome@optimize.ca
Brian Wells
Associate Portfolio Manager
brian.wells@optimize.ca
Nick Swinton
Associate Portfolio Manager
nicholas.swinton@optimize.ca