Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

Meet the team

Jimmy Anastasopoulos

Jimmy Anastasopoulos

Wealth Planner

Email: jimmy.anastasopoulos@optimize.ca
Phone: (514) 576-8095

Nick Cup, MBA, CFP®, CIM®

Portfolio Manager

Nick Cup, MBA, CFP®, CIM®

Portfolio Manager

Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.

Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.

Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.

Email: nick.cup@optimize.ca
Phone: (416) 900-3887

Stuart Hinshelwood, CIM®

Associate Portfolio Manager

Stuart Hinshelwood, CIM®

Associate Portfolio Manager

Stuart Hinshelwood is an Associate Portfolio Manager at Optimize who helps clients select investment strategies that match their goals and risk tolerance. He works closely with clients and advisors to create resilient portfolios that adapt as client needs and markets change. He strives to provide clarity on how investment decisions support long-term outcomes.

Early in his career, Stuart was inspired when he listened to a Portfolio Manager speak passionately about his job. He was drawn to the profession’s combination of continuous learning and the opportunity to make a genuine difference.

For Stuart, the most rewarding part of his role is simplifying complex financial concepts into comprehensible action plans. He takes pride in breaking down sophisticated topics into clear, straightforward guidance that helps clients feel confident in their decisions.

Beyond his role at Optimize, Stuart enjoys an active lifestyle of hockey, lacrosse, golf, tennis, cycling, and chess. He also values time with his family and being involved in his kids’ sports and activities.

Email: stuart.hinshelwood@optimize.ca
Phone: (416) 964-5297

Team values

Clients First, Always

Putting clients first is not just a value at The Anastasopoulos Group — it’s our guiding philosophy. Every client interaction, investment decision, and financial recommendation is rooted in understanding and prioritizing our clients’ needs and goals. We are dedicated to delivering personalized, thoughtful guidance that helps clients achieve financial success, while fostering long-term relationships built on trust.

Ethics Above Everything Else

Ethics guide every decision at The Anastasopoulos Group. We believe that a strong moral compass is essential to delivering truly exceptional service. By adhering to the highest ethical standards, we ensure our clients receive unbiased, honest, and transparent advice. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

Always Doing the Right Thing

At The Anastasopoulos Group, integrity is our foundation. We are committed to doing the right thing, even when no one is watching. This unwavering dedication to ethical practices ensures that every action we take reflects honesty, accountability, and respect for our clients. By consistently prioritising what is right, we build trust and create meaningful relationships that stand the test of time.

Supporting our community

The Anastasopoulos Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

Advancing pediatric health is a priority for The Anastasopoulos Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

Promoting cultural awareness and unity is important to The Anastasopoulos Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.