Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At The Romeo 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.
Meet the team
Frank Romeo
Wealth Planner
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Frank Romeo
Wealth Planner
Frank has been working in the financial industry in Calgary for over 25 years. Prior to entering into finances, Frank worked in commercial lending, and was involved in many entrepreneurial ventures.
Frank works hard to foster a climate of trust and mutual respect with his clients. He is dedicated to helping individuals, families and small business owners attain their financial goals through an integrative, holistic approach.
Frank and his wife Carla Jane are the proud parents of triplets, and currently live in Calgary.
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
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Nick Cup, MBA, CFP, CIM®
Portfolio Manager
Nicholas Cup is a Portfolio Manager at Optimize, specializing in comprehensive financial strategies tailored to each client’s goals. With more than 12 years of experience, he offers expertise in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning.
Nicholas believes financial peace of mind begins with a clear plan and a 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.
An MBA graduate and team leader, Nicholas manages a group of Portfolio Managers while maintaining a full client book. Outside of work, he enjoys weekends at the cottage with family and his dog, as well as golfing, cycling, and running.
Stuart Hinshelwood, CIM®
Associate Portfolio Manager
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Stuart Hinshelwood, CIM®
Associate Portfolio Manager
Stuart Hinshelwood is a 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 ensure portfolios adapt as needs change and to provide clarity on how investment decisions support long-term outcomes.
Inspired early on by a portfolio manager who spoke about his career with enduring passion, Stuart was drawn to a profession that combined continuous learning with the opportunity to make a difference. The challenge of applying financial concepts in practical ways continues to motivate his work.
For Stuart, the most rewarding part of his role is simplifying the complex. 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 that includes hockey, lacrosse, golf, tennis, cycling, and chess. He also values time with his family and being involved in his kids’ sports and activities.
Team values
Client-First Approach
The Romeo 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, meaning our strategies are tailored to achieve meaningful outcomes and long-term financial success.
Integrity as a Guiding Principle
Honesty, transparency, and ethical practices are the foundations of The Romeo Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting our clients’ best interests at the forefront, we create trusted partnerships that inspire confidence.
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.
Empowering Clients Through Knowledge
At The Romeo Group, staying informed and knowledgeable is our top priority. Our team continually tracks industry trends in order to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure that every decision is well-informed. This commitment to education helps our clients pursue their financial goals with clarity and assurance.
Supporting our community
The Romeo 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 team’s belief in fostering a brighter future, and making sure that every child has access to quality education.
Advancing pediatric health is another priority for The Romeo Group. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.
Promoting cultural awareness and unity is a key for The Romeo Group. Through our support of the God Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive 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.
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