With over 42 years in financial services, Jerry Letourneau offers seasoned expertise in wealth management, tax-efficient strategies, and estate planning. He's known for building trusted, long-term relationships through clear communication and thoughtful financial planning. A lifelong sailor and competitive yacht racer, Jerry brings the same discipline and teamwork to his client relationships as he does on the water.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At CFI Wealth Advisors, 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
Jerry Letourneau, CFP®, CIM®
Wealth Planner
Helen Proulx,
Administration Assistant
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Harris Whiting, CIM®
Associate Portfolio Manager
Jerry Letourneau, CFP®, CIM®
Wealth Planner
ABOUT
Helen Proulx,
Administration Assistant
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.
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.
Team Values
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At CFI Wealth Advisors, we believe in adhering to the highest ethical standards. By monitoring and working in alignment with industry regulations, we make sure our clients receive personalized advice that matches their lifestyles, goals, and strategies. Our commitment permeates every aspect of our work, from onboarding new clients, to providing ongoing support.
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Maintaining strong integrity is important to us. That means our actions always reflect our guiding values of honesty and transparency. We are committed to providing clear, unbiased advice at every stage of the financial planning process. We also strive to identify and integrate the values of our clients into their financial plans, always placing them at the forefront. By taking this approach, we build lasting relationships and financial confidence.
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At CFI Wealth Advisors, our clients always come first. We take the time to understand their unique goals, priorities, and challenges, tailoring our advice to suit their specific needs. Our team is committed to providing personalized service, proactive solutions, and unwavering support at every stage of wealth planning.
Timeline
Supporting our community
CFI Wealth Advisors 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 CFI Wealth Advisors. 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 CFI Wealth Advisors. 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.