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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.

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Meet the team

Dawn Kennedy
Wealth Planner
Julia Gutscher
Associate
Nick Cup, MBA, CFP, CIM®
Portfolio Manager

Team values

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Client-First Approach

The Kennedy Group prioritize exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring 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 Kennedy Group. The 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, they create a trusted partnership that inspires confidence and builds lasting relationships.

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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 Kennedy Group, staying informed and knowledgeable is a top priority. The 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, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Supporting our community

rotary logo

Dawn Kennedy is an active member of the Rotary Club of Mildmay, committed to creating positive, lasting change. Through Rotary, Dawn supports initiatives that strengthen communities locally and around the world. Her involvement helps provide opportunities for young people to build leadership skills, foster global understanding, and inspire service. Dawn’s dedication reflects her passion for making a meaningful difference wherever she can.

 

Since 2018, Dawn Kennedy has served as an Advocacy Officer with Advocis, Canada's oldest and largest professional association of financial advisors. In this role, Dawn promotes education, professional development, and advocacy within the financial services community. She helps create valuable networking opportunities for advisors from all companies, encouraging collaboration and the exchange of best practices to better serve clients. 

Mildmay

Since 2021, Dawn Kennedy has served as Treasurer for the Mildmay-Carrick Homecoming Executive Committee. In this role, she helps organize a special five-day celebration held every ten years, welcoming current and former residents back to the community. Through a variety of fun activities and events, Dawn plays a key part in fostering community spirit and connection, helping ensure that each homecoming is a memorable and meaningful experience for all who attend.

@ 2025 - Optimmize Asset Management

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.