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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 INSCH Wealth Management, 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

Stephen Scatterty

Stephen Scatterty

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

  • INSCH Wealth Management is committed to delivering exceptional, personalized service by treating every client as a unique individual with distinct financial goals and needs. Their approach is rooted in building trust and cultivating lasting relationships, ensuring clients feel heard, valued, and supported every step of the way. With a strong client-first philosophy, INSCH Wealth Management crafts customized strategies aimed at delivering meaningful outcomes and long-term financial success.

  • Honesty, transparency, and ethical practices are at the core of everything they do. INSCH Wealth Management is committed to delivering clear, unbiased advice and maintaining open communication throughout the financial planning journey. By always putting the client’s best interests first, they build trusted partnerships that inspire confidence and create lasting relationships.

  • Staying informed and knowledgeable is a top priority. INSCH Wealth Management continuously monitors industry trends to deliver expert guidance that reflects the most current developments. By providing up-to-date strategies and empowering clients through education, they ensure every financial decision is made with clarity and confidence. This commitment to ongoing learning helps clients move toward their goals with assurance and peace of mind.

Supporting our community

Supporting equitable education for children in low-income communities is a cause INSCH Wealth Management deeply cares about. Through their involvement with First Book Canada, the team helps remove barriers to learning by providing essential resources and opportunities to educators and students. This reflects their belief in fostering a brighter future and ensuring every child has access to quality education.

Advancing pediatric health is a meaningful priority for INSCH Wealth Management. Through contributions to SickKids, the team supports groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes, offers hope to families, and reinforces a commitment to making a positive impact in the lives of young patients and the broader community.

Promoting cultural awareness and unity is a key focus for INSCH Wealth Management. Through support of the Gord Downie & Chanie Wenjack Fund, the team contributes to reconciliation efforts and helps foster greater understanding between Indigenous and non-Indigenous communities in Canada. This involvement reflects a deep commitment to building a more inclusive, compassionate society for future generations.

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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.