Maxwell Jack brings over 20 years of experience in wealth management, tax strategies, estate planning, and small business solutions. He creates personalized financial plans that help clients feel clear and confident about their future. Maxwell values trust and open communication in every client relationship. He also supports his community, including completing a 700 km charity bike ride from Toronto to Montreal.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Jack 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
Maxwell Jack, CLU
Wealth Planner
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Narges Khalili
Associate Portfolio Manager
Maxwell Jack, CLU
Wealth Planner
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.
Narges Khalili
Associate Portfolio Manager
ABOUT
Narges Khalili is an Associate Portfolio Manager at Optimize who aligns each client’s investment strategy with their broader financial goals. She takes a personalized approach, helping clients feel informed, confident, and supported throughout their entire financial journeys.
Motivated by a desire to make a meaningful difference, Narges believes financial clarity is key to gaining peace of mind. She is passionate about simplifying complex topics and building strong relationships that empower confident decision-making.
Outside of work, Narges practices martial arts and kickboxing. She also enjoys exploring new restaurants in Toronto and learning through reading and listening to podcasts.
Team Values
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Honesty is the foundation of The Jack Group’s approach to financial planning. We believe that clients deserve clean, straightforward advice that can help them make informed decisions about their financial future. They prioritize full transparency, making sure that clients fully understand their options, risks, and opportunities without any confusion.
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At The Jack Group, integrity is more than just a word. To us, it represents our commitment to always acting in the best interests of our clients. Our team believes in always doing what’s right, even when it’s not the easiest path, and hold themselves to the highest standards of professionalism.
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Effective communication is at the heart of every client relationship at The Jack Group. We believe listening is just as important as speaking, making sure that every client’s needs, goals, and concerns are fully understood before offering solutions. By simplifying financial concepts and providing clear, actionable advice, The Jack Group helps our clients feel informed and confident in their decisions.
Timeline
Supporting our community
Advancing pediatric medicine is a key focus for The Jack Group. By contributing to SickKids, we support groundbreaking research and world-class healthcare for children. Our involvement helps improve health outcomes while offering hope and healing to families, underscoring our commitment to bettering lives and strengthening communities.
The Jack Group is proudly committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our dedication to fostering a brighter future, where every child has access to quality education and the tools they need to succeed.
Promoting cultural awareness and reconciliation is an important value for The Jack Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. This involvement highlights our commitment to creating a more inclusive, unified and compassionate society for future generations.