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Management Team

Matthew McGrath, CFA, CIM, FMA, FCSI

Head of Portfolio Management - Senior Partner and Portfolio Manager

Matthew McGrath is the CEO of Optimize Wealth Management, responsible for the strategic direction of the firm as well as the portfolio management team. Matthew is a key member of the investment management committee. Over Matthew’s 25-year career within the industry, he has held several positions working directly on Wall Street but spent much of his time as a Vice-President at RBC Financial Group, providing financial advice to individual households while managing more than $150 million in assets. Matthew holds a Bachelor of Commerce Degree from Queens University, a Masters of Finance Degree from the University of Toronto and is a Chartered Financial Analyst (CFA) charterholder. He is a Fellow of the Canadian Securities Institute (FCSI).

Warren MacKenzie, CA, CPA, CIMA, CIM, CFP

Head of Financial Planning

Warren MacKenzie is the Head of Financial Planning at Optimize Wealth Management, responsible for delivering advice rooted in sound investment principles to help clients achieve their financial goals. Over his 30-year career within the financial industry, Warren has become well know as an advocate for investor education and is the author of The Unbiased Advisor, Zen and The Art of Wealth and co-author of New Rules of Retirement and The C.A.R.P. Financial Planning Guide. Warren is a regular contributor to the Financial Facelift column in The Globe and Mail. Warren is a Chartered Accountant, a Chartered Professional Accountant and also holds the Certified Investment Management Analyst Designation (CIMA), and the Chartered Investment Manager Designation (CIM).

Chris Murphy, CIM

Head of Will & Tax Planning

Chris Murphy is Head of Will and Tax Planning at Optimize Wealth Management, responsible for working with our team of portfolio managers ensuring clients POA’s and Will’s are up to date, and works with clients on tax preparation and tax planning. During Chris’s 36 years within the industry, Chris has worked with multiple wealth management firms in many capacities relating to taxation and estate planning. Chris is knowledgable and experienced in providing independent financial advice, financial planning, investments, and compliance. Chris holds the Chartered Investment Manager Designation (CIM).

Jason Keogh, CFA

Head of Corporate Development

Jason Keogh is Head of Corporate Development at Optimize Wealth Management, responsible for driving strategic arrangements using a consultative approach with financial advisors, mutual fund and investment dealers. Over Jason’s 25-year career within the industry, he has experience as a registered Portfolio Manager where he focused on helping individuals and families build and protect their financial wealth. He has also held the positions of: Head of Business Development for a registered Portfolio Management firm, Regional Vice-President of Institutional Business Development with one of the country’s largest investment firms and Assistant Vice-President of a Trading Desk. Jason holds a Bachelor of Arts Degree in Economics from McMaster University and is a Chartered Financial Analyst (CFA) charterholder.

Maulik Shah, CIM, FMA

Head of Compliance and Operations

Maulik Shah is the Head of Compliance and Operations at Optimize Wealth Management, responsible for all core compliance and operational activities. Over Maulik’s 10-year career within the financial services industry, he has obtained experience in regulatory compliance, performance reporting, IT systems, financial planning, and investment processes. Prior to joining Optimize, Maulik lead the portfolio solutions team at HighView Asset Management Ltd. Maulik holds a Bachelor of Commerce Degree, (Statistics) from the University of Pune, a Post Graduate Diploma in Marketing Managements Financial Services from George Brown College and holds the Chartered Investment Manager Designation (CIM) and the Financial Management Advisor Designation (FMA).

Antora Ahmed, BComm

Head of Client Onboarding and Servicing

Antora Ahmed is the Head of Client Onboarding at Optimize Wealth Management, responsible for overlooking everything related to providing an excellent client experience starting from account opening, transfers, client servicing, and handling ongoing ad hoc requests. Prior to joining Optimize, she completed various research and internship experiences at non-profit organizations like BRAC and Grameen Bank, focusing on micro-finance. She has also worked as a Financial Literacy Animator at the United Way of Greater Toronto. Antora holds a Bachelor of Commerce degree from University of Toronto – Rotman Commere with a Specialization in Finance and Economics.

Chris Coholan, HBBA

Portfolio Management Team - Associate Portfolio Manager

Chris Coholan is a registered Associate Portfolio Manager at Optimize Wealth Management, responsible for providing our clients with specific sophisticated financial planning and investing advice. Prior to working with Optimize Wealth Management, Chris spent over 10 years working with clients helping them to meet their specific financial goals. Chris holds an Honours Bachelor of Business Administration Degree from Wilfred Laurier University and is currently working towards his CFA charter and is currently a Level 2 CFA candidate.

Steven McMackon, CIM, CIWM, FCSI

Portfolio Management Team - Portfolio Manager & Financial Advisor

Steven is a senior financial analyst on the Portfolio Management Team at Optimize Wealth Management , responsible for providing our clients with specific sophisticated financial planning advice. Prior to joining Optimize Wealth Management, Steven spent several years with HSBC as a Foreign Equity Trading Associate, and over 5 years with Manulife Securities.  Steven holds an Honours Bachelors of Arts Degree from Queen’s University, the Certified International Wealth Manager Designation (CIWM), and the Chartered Investment Manager Designation (CIM). He is a Fellow of the Canadian Securities Institute (FCSI).

Kevin Fobert, B.A.

Portfolio Management Team - Senior Financial Analyst

Kevin is a Senior Financial Analyst on the Portfolio Management Team at Optimize Wealth Management.  Kevin’s role focuses on listening to and learning clients’ specific retirement and other financial goals and helping design a personalized and comprehensive plan to help achieve those goals. Prior to joining Optimize, Kevin was registered as an Associate Investment Advisor with HollisWealth and Scotia Capital Inc.  As an Associate, Kevin developed and presented wealth management and investment strategies for current and prospective clients. Kevin holds a Bachelor of Arts in Economics from Trent University and completed the Canadian Securities Course and the Wealth Management Essentials and Financial Planning Supplement Course. Kevin is currently working towards the Chartered Investment Manager Designation (CIM).

Thomas Durston, B.A.

Portfolio Management Team - Senior Financial Analyst

Thomas Durston is a Senior Financial Analyst at Optimize Wealth Management, responsible for the oversight of accounting and reporting, as well as the execution of ongoing trades, financial bookkeeping, and recordkeeping. Thomas completed his Bachelor of Arts with a focus in Financial Accounting at the University of Guelph, and is currently working towards obtaining his Chartered Investment Manager Designation (CIM).

Paul Finnegan, B.A. (Hons)

Portfolio Management Team - Senior Financial Analyst

Paul Finnegan is a Senior Financial Analyst on the Portfolio Management Team at Optimize Wealth Management, responsible for investment analysis. Prior to working at Optimize Wealth Management, Paul gained experience in the financial industry in his native Ireland with BNP Paribas and as an Accounting Associate with New Ireland Assurance as a Pensions Analyst.  Paul acquired an Honours Bachelor of Arts Degree in Accounting from the National College of Ireland.

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If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Advisor is always ready to take that step with you and design a financial solution specific to your particular goals and objectives.

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