With over 30 years of experience, Ken Farrow is passionate about investment and estate planning, helping clients navigate financial challenges with tailored, tax-efficient strategies. He has specialized expertise in agriculture, particularly farm corporations and family succession planning, providing valuable guidance to clients in the farming community. Outside of work, Ken enjoys fishing, coaching basketball, and spending quality time supporting his family and their activities.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Farrow Financial , 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
Ken Farrow,
Senior Wealth Planner
Stephanie Farrow, CFP®
Senior Wealth Planner
Sally Szeider-Macintyre,
Wealth Planner
Stacie Liere,
Client Service Associate
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Phillip Soares, CIM®, PFP®
Associate Portfolio Manager
Stuart Hinshelwood, CIM®
Associate Portfolio Manager
Ken Farrow,
Senior Wealth Planner
ABOUT
Stephanie Farrow, CFP®
Senior Wealth Planner
ABOUT
Inspired by a personal finance course, Stephanie Farrow pursued financial planning to help others gain confidence. She holds a BA in Organizational Communications, a Diploma in Financial Planning, and the CFP® designation. Stephanie simplifies complex concepts and creates personalized plans based on each client's goals. Guided by integrity, she builds strong relationships to help clients feel in control of their finances. Outside work, she enjoys yoga, hiking, travel, and time with family and friends.
Sally Szeider-Macintyre,
Wealth Planner
ABOUT
For the past 28 years, Sally has been known for her integrity, transparency and ability to build strong, trusted relationships with her clients. Her passion for financial planning grew from a strong interest in business studies while pursuing her education.
By understanding each client’s unique goals, Sally develops customized strategies designed to support their long-term success. Outside of her professional life, she enjoys camping, playing baseball and pickleball as well as travelling. Spending quality time with family is a priority and she is also active in her church community as a Sunday school teacher.
Sally takes pride in simplifying complex financial concepts, empowering her clients to confidently take control of their wealth.
Stacie Liere,
Client Service Associate
ABOUT
Stacie Van Liere brings 30 years of experience in financial administration and personal banking, with a strong focus on client service, operational efficiency and administrative excellence. Known for her reliability and attention to detail, Stacie plays a key role in keeping the office running smoothly by delivering timely, accurate support to both clients and wealth planners. Respected for her integrity and commitment to putting clients first, she brings strong ethical standards to every interaction. Stacie holds a Bachelor of Arts Degree in Psychology from McMaster University, which enhances her ability to understand client needs and build strong, trusting relationships. Outside of work she enjoys travelling, playing pickleball, boating and spending time with family and friends.
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.
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.
Phillip Soares, CIM®, PFP®
Associate Portfolio Manager
ABOUT
Phillip Soares is an Associate Portfolio Manager at Optimize, bringing over 10 years of experience to financial services. He takes a client-centred approach — backed by his technical expertise and commitment to building lasting relationships — so he can deliver high-quality advice.
He holds a Bachelor of Commerce in Economics, Management Science, and Finance from Toronto Metropolitan University. He has also acquired the Chartered Investment Manager and Personal Financial Planner designations, reflecting his dedication to professional growth.
One of Phillip’s proudest accomplishments has been building his practice from the ground up. He has cultivated long-standing relationships through hard work, maintaining integrity, and consistently focusing on clients’ evolving goals.
Phillip is proud of his Portuguese heritage and is devoted to his family. He draws inspiration from being a husband and father. Outside of work, he considers himself a “mostly-retired DJ” who still enjoys hunting for records. He is also a passionate soccer and football fan, but spends time on the pickleball court.
Stuart Hinshelwood, CIM®
Associate Portfolio Manager
ABOUT
Stuart Hinshelwood is an Associate Portfolio Manager at Optimize who helps clients select investment strategies that match their goals and risk tolerance. He works closely with clients and advisors to create resilient portfolios that adapt as client needs and markets change. He strives to provide clarity on how investment decisions support long-term outcomes.
Early in his career, Stuart was inspired when he listened to a Portfolio Manager speak passionately about his job. He was drawn to the profession’s combination of continuous learning and the opportunity to make a genuine difference.
For Stuart, the most rewarding part of his role is simplifying complex financial concepts into comprehensible action plans. He takes pride in breaking down sophisticated topics into clear, straightforward guidance that helps clients feel confident in their decisions.
Beyond his role at Optimize, Stuart enjoys an active lifestyle of hockey, lacrosse, golf, tennis, cycling, and chess. He also values time with his family and being involved in his kids’ sports and activities.
Team Values
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At Farrow Financial, putting clients first isn’t just a value — it’s our guiding philosophy. Every interaction, decision, and strategy is rooted in understanding and prioritizing our clients’ unique situations and goals. We are dedicated to delivering personalized, thoughtful guidance and fostering long-term relationships to achieve financial success.
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Ethics guide every decision at Farrow Financial. 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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Staying informed and knowledgeable is one of Farrow Financial’s top priorities. We track industry trends and market shifts so that clients’ strategies reflect current realities. We also keep clients in the loop by sharing easy-to-understand articles, podcasts, and video reels. This ongoing learning cadence informs our clients and empowers them to take control of their financial futures.
Supporting our community
Farrow Financial 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 Farrow Financial. 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 Farrow Financial. 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.