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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 Integer Financial Solutions, 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

Robert Gillrie, CFP®, CLU, ChFC

Robert Gillrie, CFP®, CLU, ChFC

Senior Wealth Planner

Cassidy Holyoak

Cassidy Holyoak

Wealth Planner

Alyssa Sadoway, BA, PFA

Alyssa Sadoway, BA, PFA

Wealth Planner

Kimberly Gillrie, BA

Kimberly Gillrie, BA

Associate

Mike Sadoway

Mike Sadoway

Associate

Chandler Holyoak, BCom

Chandler Holyoak, BCom

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

  • Integer Financial Solutions prioritizes exceptional, personalized service — treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we ensure that each client feels valued and supported. This client-first philosophy drives all of our decisions and strategies.

  • Honesty, transparency, and a commitment to ethics are the foundations of Integer Financial Solutions. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests first and foremost, we can start to build trusted, lasting partnerships.

  • At Integer Financial Solutions, staying informed is one of our top priorities. Our team continually tracks industry trends, so that we can provide guidance that best reflects the latest developments. By offering these up-to-date strategies, and empowering our clients through education, we make sure every decision is well-informed. This commitment to shared knowledge fosters confidence, and helps our clients pursue their financial goals with assurance.

Timeline

1987 – 1993

Rob Gillrie worked as an Insurance Agent with Canada Life, establishing his career in the financial services industry.

1993 – Present

Rob Gillrie founded Integer Financial Solutions, with Kim Gillrie joining him as a business partner and administrative support. He transitioned from a career agent with Canada Life to working as a Life Insurance Broker. Over time, he obtained his securities license and earned several professional designations, including the Canadian Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP) designations.

2019 – Present

Integer Financial Solutions began their business relationship with Optimize Wealth Management, expanding their ability to provide comprehensive financial solutions to clients.

2011 – 2016

Alyssa began working part time as administrative support while attending high school and the University of Alberta, gaining foundational and essential experience in the financial services field.

2012 – 2018

Cassidy began working part time as administrative support while attending high school and the University of Alberta, gaining foundational and essential experience in the financial services field.

2016 – Present

Alyssa transitioned to a full-time role at Integer, earning her Life Insurance License and Professional Financial Advisor designation. She now serves as a Wealth Planner with Optimize Wealth Management while continuing as a Licensed Life Insurance Agent (broker) with Integer Financial Solutions, offering personalized financial and insurance solutions to clients.

2018 – Présent

Cassidy transitioned to a full-time role at Integer, earning her Life Insurance License and Professional Financial Advisor designation. In 2024, she successfully passed her Certified Financial Planner (CFP) exam. She now serves as a Wealth Planner with Optimize Wealth Management while continuing as a Licensed Life Insurance Agent (broker) with Integer Financial Solutions, providing personalized financial and insurance solutions to clients.

2025 – Present

Michael Sadoway joined the Integer team and is actively training to build his expertise in financial services. With a strong commitment to learning, he is focused on developing the skills needed to provide exceptional support and personalized financial guidance to clients, Mike is eager to contribute to the team’s mission and looks forward to making a meaningful impact.

2025 – Present

Chandler Holyoak joined the Integer team and is focused on beginning his career in financial services. With a strong drive to learn and grow, he is actively training to develop the knowledge and skills necessary to deliver trusted financial guidance. Chandler is committed to supporting clients with integrity and care, while contributing to the team’s mission of helping families achieve lasting financial security.

Supporting our community

Integer Financial Solutions is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects the team’s belief in fostering a brighter future and ensuring every child has access to quality education.

Advancing pediatric health is a priority for Integer Financial Solutions. By contributing to SickKids, they support groundbreaking research and provide world-class healthcare for children. Their involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring their dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key focus for Integer Financial Solutions. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement reflects a commitment to creating a more inclusive and 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.