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

Raymond Wagner

Wealth Planner

Raymond Wagner

Wealth Planner

Email: ray.wagner@optimize.ca
Phone: (204) 661-3362

Sameer Amin, MBA, CIM®

Portfolio Manager

Sameer Amin, MBA, CIM®

Portfolio Manager

Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.

Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.

Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.

Email: sameer.amin@optimize.ca
Phone: (437) 253-1346

Narges Khalili

Associate Portfolio Manager

Narges Khalili

Associate Portfolio Manager

Narges Khalili is an Associate Portfolio Manager at Optimize who aligns each client’s investment strategy with their broader financial goals. She takes a personalized approach, helping clients feel informed, confident, and supported throughout their entire financial journeys.

Motivated by a desire to make a meaningful difference, Narges believes financial clarity is key to gaining peace of mind. She is passionate about simplifying complex topics and building strong relationships that empower confident decision-making.

Outside of work, Narges practices martial arts and kickboxing. She also enjoys exploring new restaurants in Toronto and learning through reading and listening to podcasts.

Email: narges.khalili@optimize.ca
Phone: (416) 445-5597

Team values

Client-First Approach

The Wagner 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 Wagner 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.

Empowering Clients Through Knowledge

At The Wagner 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

Providing equitable education opportunities for children is a cause The Wagner Group is passionate about. By supporting First Book Canada, our team helps make sure that children in need have access to the resources they require to succeed academically. This reflects our dedication to fostering brighter futures through education and community involvement.

Improving health outcomes for children is a priority for The Wagner Group. By contributing to SickKids, we support groundbreaking pediatric research and innovative care that benefits children and families. Our involvement underscores a commitment to advancing healthcare and creating a healthier future for the next generation.

Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for The Wagner Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects our belief in a more compassionate and unified society.