Meet Our Team
Elevating success together. Get to know the team that shares your vision.
Martin Caldwell
Wealth Planner
martin.caldwell@optimize.ca
(519) 537-2216
(519) 608-7283
About Martin
When not at work, you’ll find Martin taking in the outdoors, strumming a guitar, writing and enjoying family time with his wife Amber and their four children. As a graduate of both a Recreation and Leisure program and a Philosophy program the financial services industry wasn’t and obvious fit.
Patty Awde
Assistant
patty.awde@optimize.ca
(519) 537-2216
About Patty
At the hockey arena or ball park is how Patty, her husband and their young son usually pass their time. They also love to travel and spend time camping with friends and family. Having worked in the life insurance and auto insurance industries, Patty’s experience and troubleshooting skills are critical in assisting clients with their accounts. Her professional administrative and organizational skills are also put to great use as part of the school parent council and on the executive of the local minor baseball organization.
Optimize Representatives
Adam Newsome
Portfolio Manager
adam.newsome@optimize.ca
Brian Wells
Associate Portfolio Manager
brian.wells@optimize.ca