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Meet Our Team

 

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

Martin Caldwell

Martin Caldwell

Wealth Planner

  martin.caldwell@optimize.ca

  (519) 537-2216

  (519) 608-7283 

About Martin

Patty Awde-modified (1)

Patty Awde

Assistant

  patty.awde@optimize.ca

  (519) 537-2216

About Patty

Optimize Representatives

Adam

Adam Newsome

Portfolio Manager

  adam.newsome@optimize.ca

Brian W

Brian Wells

Associate Portfolio Manager

  brian.wells@optimize.ca

Please know that Martin Caldwell is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable 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.