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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The Belskiy Group we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet the team

Andrey Belskiy
Andrey Belskiy
Wealth Planner
sameer amin
Sameer Amin, MBA, CIM®
Portfolio Manager
Brian Wells, CIM
Associate Portfolio Manager

Team values

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Client-First Approach

The Belskiy Group prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives every decision, making sure strategies are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of The Belskiy Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, we create trusted partnerships that inspire confidence.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At The Belskiy Group, staying informed and knowledgeable is a top priority. Our team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure every decision is well-informed. Our commitment to education helps clients pursue their financial goals with clarity and assurance.

Supporting our community

firstBookCanada

The Belskiy Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our dedication to fostering a brighter future, where every child has access to a quality education and the tools they need to succeed.

 

sickKids

Advancing pediatric health is a key focus for the Belskiy Group. By contributing to SickKids, we support groundbreaking research and world-class healthcare for children. Our involvement helps improve health outcomes while offering hope and healing to families, underscoring our commitment to bettering lives and strengthening communities.

 

Promoting cultural awareness and reconciliation is an important value for the Belskiy Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. This involvement highlights our commitment to creating a more inclusive, unified, and compassionate society for future generations.

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.