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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 Fincor Financial 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.

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Meet the team

Dave Ewasiuk, CFP®, FCSI®, CIM

Dave Ewasiuk, CFP®, FCSI®, CIM

Wealth Planner

Jamie Lantz, BCom

Jamie Lantz, BCom

Wealth Planner

Norine Sloboda

Norine Sloboda

Assistant

Joan Chevalier

Joan Chevalier

Assistant

Corinne Buzak

Corinne Buzak

Assistant

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 Fincor, we place our clients at the forefront of every decision and strategy. Personalized service forms the foundation of our practice, as we make sure each client feels truly valued and understood. We invest time in building long-term relationships, listening intently to clients’ unique stories, aspirations, and challenges. By having an in-depth understanding of clients’ needs, we’re able to provide thoughtful, customized guidance that evolves with clients’ life changes and market shifts.

  • In an ever-changing financial landscape, Fincor leverages being resilient. That means we remain ahead of the curve. By integrating advanced tools, streamlined processes, and cutting-edge strategies, we craft solutions that are highly-effective and tailored to unique client goals. Whether we’re helping a client plan for retirement, maximize their wealth, or navigate unforeseen challenges, we guide them to financial growth and stability.

  • We take collaboration seriously at Fincor. We recognize true financial success is achieved through partnership and shared understanding. Working closely with clients, we empower them to take an active role in their financial journeys. By fostering open dialogue and encouraging honest feedback, we co-create strategies that reflect clients’ unique financial situations, priorities, and aspirations.

Timeline

2003

Dave launched his career at the firm with a dedicated focus on life insurance planning, laying a strong foundation for future growth.

2005

Broadened his expertise to encompass wealth management, life insurance, and security planning, offering clients more comprehensive support.

2015

Unified services under the Fincor brand, seamlessly integrating wealth management, insurance, group benefits, and savings programs into a single, client-centric platform.

2023

Transitioned to Optimize Asset Management, redefining the wealth division with a holistic planning approach that extends beyond traditional investment products.

Supporting our community

Fincor proudly supports the No Stone Left Alone Memorial Foundation, an organization dedicated to honouring and remembering Canada’s veterans. Their initiatives provide meaningful opportunities for youth to learn about the sacrifices made by Canadian soldiers, fostering a deeper sense of gratitude and respect for those who served. Fincor’s team member, Jamie Lantz, plays a pivotal role as a Director, actively contributing to the foundation's mission of making sure no veteran's legacy is forgotten.

As passionate supporters of youth development and community sports, Fincor is actively involved in the St. Albert Minor Hockey Association. Our team members volunteer in key roles, such as Treasurer. Our contributions not only help to provide sound financial operations but also the promotion of values, such as teamwork, discipline, and sportsmanship. By fostering an environment where young athletes can grow and thrive, Fincor helps shape the leaders of tomorrow.

We’re committed to giving back to our local community by supporting Edmonton and St. Albert Food Banks. Recognizing the importance of food security, we actively participate in donation drives, fundraising events, and volunteer initiatives. Helping families in need access essential resources is important to us. Our efforts not only address immediate needs but contribute to broader initiatives aimed at reducing food insecurity and creating a stronger, more resilient community.

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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.