Optimize Logo
Book a Meeting Login

Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Kennedy 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 meeting

Meet the team

Dawn Kennedy,

Dawn Kennedy,

Wealth Planner

Julia Gutscher,

Julia Gutscher,

Associate

Nick Cup, MBA, CFP®, CIM®

Nick Cup, MBA, CFP®, CIM®

Supervising Portfolio Manager

Stuart Hinshelwood, CIM®

Stuart Hinshelwood, CIM®

Associate Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • The Kennedy Group prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives every decision, meaning our strategies are tailored to achieve meaningful outcomes and long-term financial success.

  • Honesty, transparency, and ethical practices are the foundations of The Kennedy Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting our clients’ best interests at the forefront, we create trusted partnerships that inspire confidence.

  • At The Kennedy Group, staying informed and knowledgeable is our top priority. Our team continually tracks industry trends in order to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure that every decision is well-informed. This commitment to education helps our clients pursue their financial goals with clarity and assurance.

Supporting our community

Dawn Kennedy is an active member of the Rotary Club of Mildmay, committed to creating positive, lasting change. Through Rotary, Dawn supports initiatives that strengthen communities locally and around the world. Her involvement helps provide opportunities for young people to build leadership skills, foster global understanding, and inspire service. Dawn’s dedication reflects her passion for making a meaningful difference wherever she can.

Since 2018, Dawn Kennedy has served as an Advocacy Officer with Advocis, Canada's oldest and largest professional association of financial advisors. In this role, Dawn promotes education, professional development, and advocacy within the financial services community. She helps create valuable networking opportunities for advisors from all companies, encouraging collaboration and the exchange of best practices to better serve clients.

Since 2021, Dawn Kennedy has served as Treasurer for the Mildmay-Carrick Homecoming Executive Committee. In this role, she helps organize a five-day celebration held every ten years, welcoming current and former residents back to the community. Through preparing a variety of activities and events, Dawn plays a key part in fostering community spirit and connection, helping make sure that each homecoming is a memorable and meaningful experience.