Focused on serving high-net-worth individuals and families, Tom develops comprehensive strategies that preserve and grow assets long-term. He addresses investments, estate planning, and taxes to simplify clients' complex financial situations. Leveraging Optimize’s platform and Multi-Family Office Suite, he also integrates portfolio management, advanced financial planning, and wealth transfer into his strategies, securing his clients' wealth today while safeguarding it for future generations. With a commitment to transparency, Tom makes sure his clients understand every stage of their strategies, empowering informed decisions that remain aligned with their priorities and values.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Kimpel and Schmidt 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.
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Meet the team
Tom Kimpel,
Wealth Planner
Shelley Schmidt,
Wealth Planner
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Narges Khalili
Associate Portfolio Manager
Tom Kimpel,
Wealth Planner
ABOUT
Shelley Schmidt,
Wealth Planner
ABOUT
Dedicated Financial Professional with a genuine commitment to providing professionals, business owners and their families with lasting financial solutions. Shelley caters to each person taking the necessary time to listen and understand each clients unique circumstances.
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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The Kimpel and Schmidt Group prioritizes exceptional, personalized service, treating every client as an individual with distinct goals and needs. By building trust and nurturing meaningful relationships, they ensure clients feel valued and supported at all times. Their client-first philosophy guides every decision, with tailored strategies designed to deliver impactful outcomes and long-term financial success.
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Honesty, transparency, and ethical practices are the foundation of The Kimpel and Schmidt Group. Their team is dedicated to providing clear, unbiased advice and maintaining open communication throughout the financial planning process. By always placing the client’s best interests at the forefront, they foster trusted partnerships that inspire confidence and stand the test of time.
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At The Kimpel and Schmidt Group, continuous learning and expertise drive their work. The team stays current with industry trends to provide insightful, forward-looking guidance. By delivering up-to-date strategies and emphasizing financial education, they empower clients to make informed decisions with clarity. This commitment to knowledge builds confidence, enabling clients to pursue their financial goals with assurance and long-term stability.
Supporting our community
At The Kimpel Schmidt Group, we are passionate about 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 both students and educators. This reflects our dedication to fostering brighter futures and ensuring every child has access to quality education and the tools they need to succeed.
Improving pediatric health outcomes is a key focus for us at The Kimpel Schmidt Group. By contributing to SickKids, we proudly support groundbreaking research and innovative care that benefit children and families across Canada. Our involvement underscores our commitment to advancing healthcare and helping create a healthier future for the next generation.
At The Kimpel Schmidt Group, we believe in the importance of cultural understanding and reconciliation. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering inclusivity and building stronger connections between Indigenous and non-Indigenous communities. Our involvement reflects our dedication to creating a more compassionate, unified, and understanding society for generations to come.