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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

Larry Verniest
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
Brian Wells, CIM®
Associate Portfolio Manager

Team values

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Integrity as Our Foundation

At The Verniest Group, integrity is the cornerstone of our practice. We are dedicated to acting with fairness and accountability. Our team prioritizes ethical standards, making sure all our recommendations are aligned with our clients' best interests. By staying true to our values and the morals of our clients, we build lasting relationships and help investors feel confident and secure in navigating their financial journeys.

Transparency in Every Step

Transparency is at the heart of The Verniest Group. We believe open and clear communication is key to building trust and confidence. By demystifying financial strategies and providing full disclosure, we empower our clients to make informed decisions. Our team enables our clients to understand the “why” behind each recommendation. For us, transparency isn’t just a practice — it’s a commitment to put clients’ needs first.

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Client-First Approach

At The Verniest Group, our clients are our top priority. We take the time to understand their unique goals, priorities, and challenges, tailoring our advice to suit their specific needs. Our team is committed to providing personalized, proactive solutions and unwavering support at every stage. By focusing on the success of our clients, we aim to create long-term partnerships that deliver meaningful results and financial peace of mind.

Supporting our community

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The Verniest Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

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Advancing pediatric health is a priority for The Verniest Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

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Promoting cultural awareness and unity is important to The Verniest Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.

@ 2025 - Optimize 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.