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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The Vyse Group, 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

Ken Vyse
Wealth Planner
Rose Marie Webb
Assistant
Justine Vyse
Assistant
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
Stuart Hinshelwood, CIM®
Associate Portfolio Manager

Team values

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Client-Centred Approach

We take fostering trust and delivering a seamless financial journey seriously. This means we carefully analyze and understand each client’s unique goals, so we can design strategies that create meaningful outcomes. Our team works hard to make everyone feel valued and supported, so they know their financial goals are always the top priority.

Values-Driven Philosophy

Grounded in integrity, transparency, and ethical practices, we build relationships that exceed transactions. We create personalized financial experiences that are rooted in our principles of trust and accountability, while aligning every interaction with our clients’ values too. This synergy and our commitment to integrity inspires confidence in clients, fostering lasting partnerships built on mutual respect.

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Long-Term Relationships

The Vyse Group is committed to building relationships that withstand life’s complexities. Readily available to offer support, we make sure our clients and their families feel secure and confident at every stage of their life and financial strategy. We tirelessly strive to help clients navigate challenges, seize opportunities, and achieve long-term financial success, all with peace of mind.

Supporting our community

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The Vyse Group is a proud supporter of the Alexandra Hospital Foundation. Through a donation pledge for the Chart One Campaign, our contribution reflects our dedication to support the enhancement of healthcare services and community access to medical care.

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Through our support of STICH and their Supper Club, we help bring people together to strengthen local ties, promote community engagement, and bolster food security. They’ve built a community hub run by local residents, where anyone can gather for a hot meal and friendship. At The Vyse Group, we don’t just value financial health, but overall well-being.

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At The Vyse Group, we’re committed to environmental conservation, demonstrated by our support of Ducks Unlimited Canada. This organization focuses on preserving wetlands and wildlife habitats, aligning with our values of sustainability and environmental stewardship.

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Honouring those who have served our country is important to The Vyse Group. By supporting our local branch of the Royal Canadian Legion, we contribute to initiatives that support veterans and their families. 

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.