As a Wealth Planner with over 27 years of experience in the financial services industry, Guy Burberry is a seasoned expert in wealth management and financial planning, dedicated to helping clients achieve their dream lifestyles. At Optimize, Guy employs a thoughtful and personalized approach, guiding each family through the creation of a personalized wealth management strategy.
This process involves identifying opportunities to improve financial situations, designing investment portfolios tailored to assets and risk tolerance, and ensuring the establishment of a solid estate plan. Through this comprehensive financial service, Guy provides his clients the confidence to dream big - and the certainty that those dreams are achievable.
Guy is dedicated to supporting clients through every stage of their financial journey. From initial strategy to ongoing progress reviews, he ensures clients are always informed and empowered. His goal is for clients to be active participants in the process, and be there for them every step of the way.
A proud graduate of the University of Western Ontario, Guy’s commitment to his clients extends beyond financial planning. Outside of his professional achievements, Guy is an adventurer at heart with a passion for making meaningful connections. When he’s not meeting with clients, he enjoys traveling, playing drums in a band, and spending time boating with family and friends on the Niagara River. He’s also an avid motorcyclist who loves exploring the scenic backroads of the Niagara Region, finding joy in life’s simple pleasures — and sharing them with loved ones.
Investment Management Services are only provided by licensed Portfolio Managers and Associate Portfolio Managers and not provided by Wealth Planners.