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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

  (519) 537-2216

  (519) 608-7283 

About Martin

Patty Awde-modified (1)

Patty Awde


  (519) 537-2216

About Patty

Optimize Representatives


David Taylor

Portfolio Manager

Brian Wells New

Brian Wells

Associate Portfolio Manager

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.