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

Daniel Wong, CFP®

Wealth Planner

Daniel Wong, CFP®

Wealth Planner

Email: daniel.wong@optimize.ca
Phone: (604) 218-7008

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

Phillip Soares

Associate Portfolio Manager

Phillip Soares, CIM®, PFP®

Associate Portfolio Manager

Phillip Soares is an Associate Portfolio Manager at Optimize, bringing over 10 years of experience to financial services. He takes a client-centred approach — backed by his technical expertise and commitment to building lasting relationships — so he can deliver high-quality advice.

He holds a Bachelor of Commerce in Economics, Management Science, and Finance from Toronto Metropolitan University. He has also acquired the Chartered Investment Manager and Personal Financial Planner designations, reflecting his dedication to professional growth.

One of Phillip’s proudest accomplishments has been building his practice from the ground up. He has cultivated long-standing relationships through hard work, maintaining integrity, and consistently focusing on clients’ evolving goals.

Phillip is proud of his Portuguese heritage and is devoted to his family. He draws inspiration from being a husband and father. Outside of work, he considers himself a “mostly-retired DJ” who still enjoys hunting for records. He is also a passionate soccer and football fan, but spends time on the pickleball court.

Email: phillip.soares@optimize.ca
Phone: (437) 253-3736

Team values

Client-First Approach

The Wong 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

At The Wong 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.

Empowering Clients Through Knowledge

At The Wong 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

Providing equitable education opportunities for children is a cause The Wong 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 Wong 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 Wong 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.