Born and raised in Red Deer, Glen has been helping clients build and protect their wealth since 2000. With a background in business ownership and a CFP designation, he brings practical insight and personalized advice to every client relationship. Glen takes time to truly understand each person's goals and offers honest, adaptable financial planning to support them in both life and business.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Caton 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.
Book a meetingMeet the team
Glen Caton, CFP®, BCom
Wealth Planner
Harris Whiting, CIM®
Associate Portfolio Manager
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Glen Caton, CFP®, BCom
Wealth Planner
ABOUT
Harris Whiting, CIM®
Associate Portfolio Manager
ABOUT
Harris Whiting is an Associate Portfolio Manager at Optimize, where he helps clients invest with purpose and clarity. His role extends beyond portfolios to being a coach, educator, and trusted partner. He makes sure every decision reflects each client’s financial position and long-term goals. He also works with advisors to create a seamless, supportive client experience.
Early in his career, Harris recognized how money influences daily life. Driven by a passion for helping others feel confident in their finances, he entered financial services. Simplifying complex concepts into comprehensible action plans has been one of the most fulfilling aspects of his work. He provides steady guidance through market volatility, creating resilient portfolios that remain aligned with clients’ goals.
Outside of work, Harris enjoys distance running, golf, travelling, exploring Toronto’s restaurants, and keeping up with market trends. Most of all, he values quality time with family and friends.
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
ABOUT
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
Team Values
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The Caton Group prioritizes personalized service, paying careful attention to each client’s unique goals and needs. Our diligent personalization builds trust and fosters meaningful relationships, helping clients feel valued and supported in their financial journeys. This client-first approach drives every decision we make, enabling us to design strategies that are tailored to achieve meaningful outcomes.
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Ethics guide every decision at The Caton Group. We believe a strong moral compass is essential to delivering high-quality service. By adhering to sophisticated ethical standards and industry regulations, we make sure our clients receive the most updated and accurate advice as it relates to their portfolios and personal values. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.
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At The Caton Group, staying informed and knowledgeable is a top priority. Our team avidly tracks industry trends to provide prompt guidance that reflects the latest market developments. By offering up-to-date strategy recommendations and educating clients on the “why” behind them, we make clients feel well-informed in every decision they make. This commitment to education helps clients feel confident as they navigate their financial journeys.
Timeline
Supporting our community
The Caton Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.
Advancing pediatric health is a priority for The Caton Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.
Promoting cultural awareness and unity is important to The Caton Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.