Harris Whiting is a Portfolio Manager at Optimize, where he helps clients invest with purpose and clarity. His role goes beyond just portfolio construction. As a coach, educator, and trusted partner, he makes sure every investment decision aligns with the client’s financial position and long-term goals. He works closely with advisors to deliver a seamless and supportive experience for each client. From an early age, Harris understood how deeply money impacts daily life. His passion for helping others and his interest in financial planning led him to a career where he could empower people to feel more confident about their decisions. For Harris, simplifying the complex and building financial literacy is one of the most fulfilling parts of his work. He supports clients and advisors by offering steady guidance through market ups and downs, making sure portfolios are not only well-positioned but also aligned with the client’s unique goals. He values the collaborative team environment at Optimize and the ability to provide access to Pension Style Assets without traditional lock-up periods. Beyond work, Harris enjoys distance running, golf, world travel, trying new restaurants in Toronto, and staying current with market trends. Above all, he values quality time with friends and family. His goal is always to make a meaningful difference in the lives of those around him, inside or outside of work.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At The Whiting 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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Harris Whiting, CIM®
Associate Portfolio Manager
Harris Whiting, CIM®
Associate Portfolio Manager
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Team Values
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At Optimize, integrity is the foundation of everything we do. We are dedicated to acting with honesty, fairness, and transparency in every interaction. Clients can trust that each recommendation is made with their best interests in mind. By upholding the highest ethical standards, we build long-term relationships rooted in trust and respect, making sure that every client feels confident and secure as they pursue their financial goals.
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Clients are at the heart of every decision at Optimize. We take the time to understand each client’s unique goals, needs, and circumstances, crafting personalized strategies designed to deliver meaningful outcomes. By focusing on proactive communication, tailored advice, and exceptional service, we foster trusted relationships that provide clarity and confidence throughout every stage of the financial journey. Our client-first mindset means that your success is always our priority.
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Innovation is a key pillar of Optimize’s approach. We leverage advanced tools, cutting-edge strategies, and forward-thinking insights to help our clients navigate an ever-changing financial landscape. By staying informed on emerging trends and continuously refining our practices, we deliver solutions that are both dynamic and effective. Our commitment to innovation means that our clients receive the best possible advice and strategies to achieve lasting financial success.
Supporting our community
Optimize is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future and making sure that every child has access to quality education.
Advancing pediatric health is a priority for Optimize. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.
Promoting cultural awareness and unity is a key focus for Optimize. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.