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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 CFI Wealth Advisors, 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

Jerry Letourneau, CFP®, CIM®

Jerry Letourneau, CFP®, CIM®

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

  • At CFI Wealth Advisors, we believe in adhering to the highest ethical standards. By monitoring and working in alignment with industry regulations, we make sure our clients receive personalized advice that matches their lifestyles, goals, and strategies. Our commitment permeates every aspect of our work, from onboarding new clients, to providing ongoing support.

  • Maintaining strong integrity is important to us. That means our actions always reflect our guiding values of honesty and transparency. We are committed to providing clear, unbiased advice at every stage of the financial planning process. We also strive to identify and integrate the values of our clients into their financial plans, always placing them at the forefront. By taking this approach, we build lasting relationships and financial confidence.

  • At CFI Wealth Advisors, our clients always come first. 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 service, proactive solutions, and unwavering support at every stage of wealth planning.

Timeline

1982-1987

Jerry began his career at Northern Life as a Life Insurance Specialist and Financial Planner. He helped clients build secure financial futures through tailored insurance and planning solutions.

1996

Transitioned to YSI Financial as a mutual fund dealer, where he combined investment and insurance planning to provide clients with well-rounded financial solutions.

2011

Founded CFI Wealth Advisors, later joining Optimize Asset Management. He continues to offer comprehensive financial planning, tax-efficient strategies, and estate planning, helping clients achieve their long-term financial goals with confidence.

Supporting our community

CFI Wealth Advisors 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.

Advancing pediatric health is a priority for CFI Wealth Advisors. 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.

Promoting cultural awareness and unity is important to CFI Wealth Advisors. 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.

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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.