With 28 years of experience, Tim Hazlett focuses on financial planning, tax strategies, insurance, and estate planning. He helps clients confidently achieve their long-term goals with tailored, client-first solutions. A Certified Financial Planner since 2003, Tim also holds the RRC designation and completed advanced programs with FP Canada and CIFP. He’s known for building trusted relationships and providing peace of mind through every stage of life.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Hazlett 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
Tim Hazlett, CFP®, RRC®
Wealth Planner
Brady Hazlett,
Associate
Lucas Hazlett,
Assistant
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Will Gilroy, CFA®, MA
Senior Portfolio Manager
Tim Hazlett, CFP®, RRC®
Wealth Planner
ABOUT
Brady Hazlett,
Associate
ABOUT
Lucas Hazlett,
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.
Will Gilroy, CFA®, MA
Senior Portfolio Manager
ABOUT
William Gilroy is a Portfolio Manager at Optimize, where he builds investment strategies tailored to each client’s goals, risk tolerance, and overall financial picture. He works tirelessly to align portfolios with market shifts and evolving client needs, providing steady guidance along the way.
Passionate about capital markets and making a meaningful impact, William supports clients and advisors with his in-depth investment knowledge. He makes sure every client receives a strategy that is intentional, adaptable, and built for long-term success.
Outside of work, William enjoys spending time with his wife and two sons, quiet weekends at home, and golf. He values prioritizing time to recharge and stay balanced.
Team Values
-
Tim Hazlett and his team are unwavering in their fiduciary duty, ensuring every decision prioritizes their clients’ best interests. This dedication is the foundation of their practice, guided by trust, transparency and integrity. Clients are supported through personalized strategies tailored to their unique goals. By combining expertise with a deep understanding of market dynamics, we deliver solutions that can adapt to all of a life’s changes.
-
Our pillars of trust, transparency and integrity ensure that every interaction is conducted to the utmost ethical standards. Our team goes beyond transactional relationships, crafting a financial planning experience rooted in care, accountability and honesty. By prioritizing personalized service and open communication, we cultivate an environment where clients feel empowered and supported. This commitment fosters our long-term partnerships, where clients can pursue their financial goals with confidence.
-
By placing a premium on genuine connection and thoughtful guidance, our team builds partnerships that endure through the challenges and changes of life. Our consistent support inspires confidence, providing a sense of stability. This personalized approach ensures that every client always feels equipped to make informed financial decisions.
Timeline
Supporting our community
As a proud member of the Gander Lions Club and a dedicated volunteer with the Gander Fire Department, Tim actively contributes to initiatives that uplift the community and ensure public safety. Whether organizing charitable events, supporting local programs, or responding to emergencies, Tim's commitment to service reflects his deep-rooted belief in giving back. His involvement demonstrates a genuine dedication to making a meaningful difference in the lives of those around him.
Tim’s passion for mentoring young athletes shines through in his role as a board member and coach with the Gander Minor Soccer Board, where he fosters teamwork, sportsmanship, and personal growth. His dedication goes beyond the game, as he strives to instill valuable life lessons such as perseverance, respect, and the importance of collaboration. By creating a supportive and encouraging atmosphere, Tim not only helps young players excel in soccer but also empowers them to become well-rounded individuals prepared for challenges in all areas of life.
Through his involvement with the Gander Multisportsplex Committee, Tim helps develop recreational infrastructure, ensuring residents have access to high-quality facilities that enrich community life. His work supports the creation of spaces that promote physical activity, foster social connections, and enhance overall well-being. By advocating for accessible and inclusive recreational opportunities, Tim contributes to building a vibrant, active, and healthier community for people of all ages and abilities.