Optimize Logo
Book a Meeting Login

Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At ClearPath Wealth 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.

Book a meeting

Meet the team

Ron Rau, CIP

Ron Rau, CIP

Wealth Planner

David Rau

David Rau

Wealth Planner

Gina Cassidy

Gina Cassidy

Office Manager

Jesselin Schlender

Jesselin Schlender

Administrative Assistant

Falk Hampel

Falk Hampel

Associate

Randy Chevalier

Randy Chevalier

Associate

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 ClearPath Wealth Group, our clients’ needs and goals are at the centre of everything we do. We take the time to understand each client’s unique financial situation, aspirations, and challenges before crafting tailored solutions. Our clients’ best interests drive every decision, and we make sure they receive a personalized experience. Our dedication to a client-first approach creates trust, fosters long-term relationships, and provides the required guidance for clients to confidently navigate their financial journeys.

  • In an ever-changing financial world, ClearPath Wealth Group is committed to staying ahead of the curve. We actively research new strategies to enhance each client’s financial well-being, leveraging the latest tools and insights to deliver effective solutions. Our dynamic approach makes sure our clients’ financial plans evolve with market shifts and their life situations, empowering them to achieve their goals.

  • Trust is built on honesty, and at ClearPath Wealth Group, transparency is at the core of our work. We prioritize clear communication, breaking down complex strategies into simple, understandable terms. By openly addressing every detail and providing straightforward advice, we empower you to make informed decisions with confidence. Our commitment to integrity and open dialogue ensures you always feel supported and fully engaged in your financial planning process.

Timeline

1983–1985

Ron Rau began his career as an Insurance Agent at Manulife Financial.

1985–2006

Ron served as a Partner at Rau, Roe, and Company, working as an Insurance Broker and Investment Advisor.

2006–2014

Ron became the owner of RJ Rau & Associates, specializing in insurance brokerage and investment advisory services.

2014–Présent

Ron became a partner at ClearPath Wealth Group, focusing on insurance brokerage and wealth planning services.

2017

David Rau completed his Life License Qualification Program (LLQP) and began his financial services career in the life and living benefits sector.

2017-2019

David transitioned to an Insurance and Investment Advisor at ClearPath Wealth Group, providing clients with tailored insurance and investment solutions.

2020–Présent

David serves as a Wealth Planner at ClearPath Wealth Group, leading the firm's wealth management initiatives.

2021

Ron purchased a second and third book of business in Sarnia and Tilbury, significantly increasing assets under management.

2023

ClearPath Wealth Group joined Optimize, successfully transitioning our clients to an enhanced platform that produces elevated financial outcomes.

Supporting our community

ClearPath Wealth Group is proud to sponsor the Sarnia Jr. Sting travel hockey program, demonstrating our commitment to fostering well-being in youth. Our support helps in providing opportunities for skill-building, teamwork, and personal growth, making sure the next generation has the resources to succeed both on and off the ice.

Supporting elite youth hockey is a priority for ClearPath Wealth Group, which is reflected in our sponsorship of the Lambton Jr. Sting AAA hockey program. We believe high-level sports are important; they help young players build confidence, discipline, and a sense of achievement, ultimately helping them reach their full potential.

ClearPath Wealth Group proudly supports Pure Dance Academy, an organization that nurtures artistic expression and personal growth through dance. By contributing to this academy, we champion the arts and help to foster a vibrant cultural community where young dancers can thrive and excel in their craft.

Privacy Policy Disclaimer Disclosure Documents Terms of Use

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.