Bob Lloyd has been a trusted financial services professional since 1984, specializing in helping Ontario farmers manage their wealth, reduce risk, and navigate succession and wealth transfer planning. He is passionate about minimizing taxes and building lasting financial security for future generations, and finds deep purpose in supporting farm families through life’s most important transitions.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Lloyd 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
Bob Lloyd,
Wealth Planner
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Brian Wells, CIM®
Portfolio Manager
Bob Lloyd,
Wealth Planner
ABOUT
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support. Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies. Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Brian Wells, CIM®
Portfolio Manager
ABOUT
Brian Wells is a Portfolio Manager at Optimize. He supports advisors, high-net-worth individuals, and business owners. He puts his clients at the centre of each financial recommendation and decision, focusing on preserving their wealth, optimizing their growth, and guiding them toward their long-term goals.
At just 12 years old, Brian’s father introduced him to investing. This introduction sparked his early passion for markets, which grew into a dedicated career of helping others make informed financial decisions. He continues to bring this same curiosity and commitment to every client relationship. Brian takes the time to understand each client’s values and objectives to design portfolios that align with their entire financial situation. Beyond work, Brian enjoys hiking, travelling, hockey, golf, and writing music. He also gives back through mentoring and volunteer work.
Team Values
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At The Lloyd Group, clients are the core of our operations and strategies. We focus on building meaningful, trust-based relationships and making every client feel valued and supported. Our client-first philosophy informs every decision we make when designing financial strategies. Every solution has to align with our clients’ personal goals and situations.
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Maintaining integrity is the driving force of everything we do at The Lloyd Group. We are committed to providing unbiased advice and clear communication throughout the entire financial planning process, adhering to our values, as well as the ideals of our clients. We strive for clients to trust us intrinsically and completely, being a partner they can rely on throughout their financial journey.
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Our clients rely on us to be fully informed. We stay on top of industry trends and market shifts, so our strategies reflect what’s happening in the industry and markets in real-time. We convey these shifts to clients by sharing easy-to-understand content, like articles, podcasts, and videos. These ongoing updates help our clients feel confident about their financial decisions — now, and in the future.
Supporting our community
The Lloyd Group is committed to supporting equitable education opportunities for children in low-income communities. Through our involvement with First Book Canada, we support the removal of barriers to learning and the provision of essential resources to educators and students. Our support reflects our belief in a future where every child has access to quality education.
Through our contribution to SickKids, The Lloyd Group supports groundbreaking research and world-class care for the children who need it most. Our involvement not only supports the improvement of treatments and outcomes for children, but the experiences of families. This underscores our dedication to bettering the lives of young patients, their loved ones and communities.
The Lloyd Group is also committed to promoting greater cultural awareness and unity within Canada. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute towards reconciliation and 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.