Braun Rushby has eight years in financial services, specializing in personalized financial planning, tax strategies, and estate planning. Since 2022 at Optimize Wealth Management, he has focused on educating clients and crafting tailored plans. He started his career with Sterling Mutuals in 2017. Outside work, Braun enjoys staying active, travelling, and volunteering. His community-driven approach builds client confidence and lasting financial security.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Integrity Plus 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
Braun Rushby,
Wealth Planner
Travis Pleasant,
Wealth Planner
Dave Rushby,
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Harris Whiting, CIM®
Associate Portfolio Manager
Braun Rushby,
Wealth Planner
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Travis Pleasant,
Wealth Planner
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Travis Pleasant helps individuals and families achieve financial clarity with personalized strategies in financial, tax, estate, and insurance planning. With certifications in investment and insurance and a background in Oil & Gas Technology, he takes a practical, client-first approach. Outside work, Travis enjoys travelling with family, baseball, and snowboarding. His motto, "Turn fear into excitement," reflects his outlook and guidance.
Dave Rushby,
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Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
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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.
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 Integrity Plus Financial, we believe that when our clients succeed, so do we. Our philosophy is built on integrity, always putting our clients’ needs first, even when financial rewards may not follow. We are dedicated to educating our clients about their financial options and making sure those choices work in their best interests. By fostering trust, transparency, and ethical practices, we deliver lasting value and build meaningful partnerships that support our clients’ long-term success.
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Building strong, lasting relationships is important to Integrity Plus Financial. We take the time to carefully understand our clients’ personal and financial lives, enabling us to offer tailored guidance that most accurately reflects their unique goals and aspirations. Through trust, collaboration, and personalization, we create a supportive partnership that evolves alongside our clients’ changing needs. They can have peace of mind, knowing we’re a steadfast partner throughout every stage of their financial journeys.
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Education is fundamental to achieving financial success. At Integrity Plus Financial, we believe in empowering our clients with the required knowledge to make informed decisions about their financial futures. By simplifying complex concepts into tangible takeaways, we enable our clients to confidently take control of their finances. Our focus on knowledge-sharing creates clarity, confidence, and a foundation for long-term success. Our clients feel empowered every step of the way.
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Supporting our community
Integrity Plus Financial proudly supports the Fred Light Museum through board membership and volunteering for local events. Our commitment highlights our team’s dedication to preserving local history, promoting cultural education, and fostering community engagement.
Promoting reconciliation and cultural understanding is a core value for Integrity Plus Financial. Through our support of the Gord Downie & Chanie Wenjack Fund, our team contributes to the mission of fostering meaningful connections between Indigenous and non-Indigenous communities. This reflects our commitment to building a more inclusive and compassionate society for future generations.
Integrity Plus Financial is honoured to support SickKids, a renowned hospital that advances pediatric health through groundbreaking research and exceptional care. By contributing to this vital organization, our team supports the mission of connecting children with world-class healthcare and families with hope for brighter futures.