Our Team
Elevating success together. Get to know the team that shares your vision.
Doug Ransom
Associate Portfolio Manager
doug.ransom@optimize.ca
(250) 516-9650
About Doug
In 1985, Doug moved to Victoria from the community of Kimberley, B.C. to pursue an electrical engineering degree at the University of Victoria. Prior to entering the financial services industry in 2006, Doug enjoyed a successful career in the technology sector with Power Measurement, a local technology firm.
The experience and years of successfully managing his own investments lead him to develop a passion for helping others with their investments, financial and estate planning. Doug’s profession designations include the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM)®.
Doug has previously served on the boards of the UVIC Alumni Association, the Keating Out of School Care Society, and the James Bay Child Care Society, and volunteered with the 10th Tsartlip Scout Group. In 2013 he was recognized by the UVIC Alumni Association as an alumni who made a difference.
Lionel Johnson
Wealth Planner
lionel.johnson@optimize.ca
(250) 537-9499
About Lionel
Lionel has worked in the finance industry for nearly 40 years with his career taking off in business administration in the late 1980’s. During the early years he worked in the mortgage field providing over 500 mortgages for his clients, many first-time home buyers. It was then he realized he had a passion for working with people and helping them secure a solid foundation for their future.
In 2000 Lionel began working with BNS, Scotia McLeod as an investment advisor. This was a great career move allowing him to further aid his clients in securing their future investments.
Lionel and his wife enjoy life on salt spring island practicing sustainability with a small hobby farm including a fruit orchard and nut trees. They have chickens, honeybees and grow as much of their own food as possible.
Lionel also gives back to the community volunteering his time and knowledge as Executive Treasurer with the Salt Spring Island Conservancy. This awesome organization protects and enhances the natural values of the island and its surrounding waters by acquiring land or covenants, and by educating landholders & the public.
Portfolio Management Team
Dylan Kerney
Portfolio Manager
dylan.kerney@optimize.ca
Ryan Moroney
Portfolio Manager
ryan.moroney@optimize.ca
Please know that Lionel Johnson is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. Doug Ransom is licensed as an Associate Portfolio Manager of Optimize and any investment advice is provided under the supervision of a Portfolio Manager. 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.