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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 4 Pillars Wealth, 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

Jonathan Luesby, CFP®, CIM®, FCSI®, CEA

Jonathan Luesby, CFP®, CIM®, FCSI®, CEA

Wealth Planner

Michele Luesby

Michele Luesby

Assistant Wealth Planner

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • Integrity, transparency and a client-first approach are central to our operations. We are committed to providing honest, clear and personalized advice, ensuring our clients feel supported throughout their financial journey. Collaboration is another of our key principles. We bring together our diverse expertise to create tailored strategies for each unique client.

  • Clients receive a proactive, high-touch experience that simplifies and enhances their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond in serving our clients and building lasting relationships. This means not only addressing clients’ current needs, but also anticipating future challenges and opportunities.

  • We strive to adapt our services and solutions to align with an ever-changing financial landscape. This ensures that we always remain a trusted, valuable partner to our clients. 4 Pillars Wealth embraces the evolving nature of wealth management, always looking for the best way to foster financial well-being for our clients.

Supporting our community

Our team is proud to have supported the Heart & Stroke Foundation, contributing to its mission of improving heart health and reducing the impact of stroke. Over the years, we've actively participated in initiatives ranging from grassroots fundraising efforts to leadership roles that helped drive impactful change. For instance, we have contributed to ensuring secure pension plans for volunteers and staff through leadership on the pension committee. To learn more about this organization and its vital work, visit the Heart & Stroke Foundation website.

4 Pillars Wealth is honoured to support Make-A-Wish Canada, an organization dedicated to granting life-changing wishes to children with critical illnesses. Beyond creating moments of joy, these wishes play a vital role in improving medical outcomes and enhancing the overall well-being of children and their families. By contributing to this mission, 4 Pillars Wealth helps bring hope and strength to children facing serious health challenges, ensuring they experience moments of happiness and empowerment during difficult times.

4 Pillars Wealth is proud to support the Ottawa Food Bank, an organization dedicated to providing fresh and non-perishable food, as well as essential supplies like diapers, toiletries, and cleaning products to a network of over 100 food programs across the city. By partnering with the food bank, 4 Pillars Wealth contributes to a vision of healthy, accessible, and sustainable food for all. Their support helps improve access to nutritious food, strengthen the food bank network, encourage social innovation, and advocate for systemic changes that reduce food insecurity in the community.

Raising awareness and advocating for better care is at the heart of Colorectal Cancer Canada, a not-for-profit organization dedicated to supporting patients and families affected by the disease. Through education, prevention initiatives, and improved treatment access, the organization works to reduce incidence and improve outcomes. By supporting this mission, 4 Pillars Wealth contributes to vital programs that empower patients, assist caregivers, and drive meaningful advancements in cancer care across Canada.

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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., its subsidiaries and affiliates.