Our Team
Elevating success together. Get to know the team that shares your vision.
Ron Rau
Wealth Planner
ron.rau@optimize.ca
519-337-2001
About Ron
Ron has been in the financial services industry since 1983. Beginning in London, Ontario with Manufacturers’ Life where he was Rookie of the Year, he became one of the first true Life insurance brokers in Canada. He was a founding member of the ILIBC — Independent Life Insurance Brokers of Canada Association (now Independent Financial Brokers of Canada), and he has been associated with leading-edge financial product developers since 1984.
Focusing on wealth management and tax efficiency, his unique skills are complimented by his associates and the research, marketing, and service team they forge.
Ron provides experienced guidance to clients across Canada and in the US. Ron continues to update his product knowledge skill through continuing education programs. He also has authored articles for various publications.
Active in the business community, Ron served for many years as chair of both the Provincial and National Affairs and the Finance and Taxation committees in the London Chamber of Commerce and is currently a member of the Sarnia Chamber of Commerce. He is a recipient of the Chamber of Commerce Outstanding Business Achievement Award, and he is active in the community as a Charter Member and Past President of the Rotary Club.
David Rau
Wealth Planner
david.rau@optimize.ca
519-337-2001
About David
With a long history in the financial industry, Dave brings with him a strong knowledge base and a deep understanding of customer care. Dave relocated to Sarnia to join the team in 2017, and currently offers advice on Group Benefits, Living Benefits, Retirement and Estate Planning and specializes in Intergenerational Wealth Transfer. Dave understands the importance of continuing to further his knowledge of the financial services industry and is continually seeking ways to offer flexibility to his clients. When Dave is away from the office, he enjoys spending time with his wife and children.
About Gina
With over 30 years of experience in the financial industry, Gina is an integral part of the Rau Group. Gina joined the Rau Group in 2015, and operates as an Administrative Assistant out of our Sarnia office. Gina was born and raised in Montreal, QC before relocating to the Sarnia region in 2010. When Gina is not working hard for our clients, she enjoys spending time camping and cruising with her husband, her two girls, and her granddaughter.
About Joanne
Joanne has been an integral part of the Rau Group for the past 16 years. Joanne is well-versed in the intricacies of the insurance industry and is a valued resource. Joanne thinks of our clients as extended family and works as an advocate on their behalf. When Joanne is away from the office, she enjoys spending time with her three children and three grandchildren.
About Jesselin
Since joining in 2022, Jesselin has provided efficient administrative support on the investment and insurance sides of the business with a focus on client services, recordkeeping, and reporting. Jesselin possesses a rich and varied background in customer service and administration, showcasing extensive expertise across diverse roles and industries. Currently pursuing her bachelor’s degree in psychology at the University of Windsor, with a certificate in Organizational Management, Jesselin combines her academic knowledge with practical skills to streamline office operations and implement effective organizational strategies. Beyond work, she finds joy in traveling and cherishes quality time with her husband and two children.
Optimize Representatives
Dylan Kerney
Portfolio Manager
dylan.kerney@optimize.ca