With 22 years of experience, Brian Clark focuses on wealth planning and building trust with clients to guide them confidently through their financial journeys. He holds a Bachelor of Business Administration and the CFP (2010) and CIM (2020) designations. A former professional golfer, Brian enjoys golf, hiking, and skiing. He helps clients leverage their resources to achieve their financial goals and live fulfilling lives.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Clark 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
Brian Clark, CFP
Wealth Planner
Michelle Clark,
Administrative Assistant
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Omar Nassar
Associate Portfolio Manager
Brian Clark, CFP
Wealth Planner
ABOUT
Michelle Clark,
Administrative Assistant
ABOUT
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.
Omar Nassar
Associate Portfolio Manager
ABOUT
Omar Nassar is an Associate Portfolio Manager at Optimize who takes an analytical and people-first approach. His love for numbers and problem-solving is what first sparked his interest in financial services, but it was the chance to make a meaningful difference in people’s lives that has kept him committed to the industry.
At Optimize, Omar focuses on understanding each client’s unique circumstances, values, and goals. He provides portfolio recommendations and steady guidance through market shifts, helping clients stay disciplined and confident in their long-term aspirations. His work reduces uncertainty and supports important milestones, which he finds incredibly rewarding.
In his personal time, Omar enjoys playing soccer, tennis, and volleyball. He’s also fond of travelling to experience new cultures and cuisines. Above all, he values time with family and friends.
Team Values
-
The Clark Group is dedicated to prioritizing our clients’ best interests in every decision we make. By taking the time to understand each client’s unique goals, needs and financial situation, we can craft personalized strategies built for long-term confidence. This client-first approach ensures that every individual we work with feels valued, supported, and empowered throughout their financial journey. With this focus on delivering an inclusive, tailored experience, we aim to help clients achieve both short-term and long-term aspirations.
-
The Clark Group’s believe in a business philosophy that combines trust, integrity, and transparency, ensuring that every client interaction is held to the highest ethical standards. We seek to provide service that goes beyond the transactions, building meaningful connections with our clients. Through the lenses of care, honesty, and accountability, we craft personalized advice designed to help our clients achieve their financial goals. This values-driven approach ensures clients not only receive expert guidance, but also a trusted, reliable partnership during their financial journey.
-
The Clark Group prioritizes building enduring relationships with our clients, through thoughtful guidance and consistent support. We seek to foster open communication, and encourage clients to be frank with us, so that we can adapt our financial advice to their changing life situation. We are committed to acting as trusted partners, inspiring confidence and delivering peace of mind. Our clients know that they have a team that will stand by them through every challenge and opportunity that life presents.
Timeline
Supporting our community
Supporting equitable education is a charitable priority for the Clark Group. Through our contributions to First Book Canada — a nonprofit focused on removing barriers to literacy for children in low-income communities - our team helps provide essential resources and opportunities for educators and students. This involvement reflects our commitment to empowering the next generation through education.
The Clark Group is proud to support SickKids, a renowned research hospital dedicated to advancing pediatric healthcare through groundbreaking research. Through our contribution to this cause, we help ensure children have access to world-class care and cutting-edge clinical advancements. This partnership underscores our dedication to realizing a healthier future for children and their families across Canada.
Promoting cultural understanding and reconciliation is of great importance to the Clark Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering meaningful connections between Indigenous and non-Indigenous communities in Canada. This partnership demonstrates our commitment to building a more inclusive and compassionate society for future generations.