David Mahy is a Wealth Planner with Optimize, specializing in helping clients build and secure their financial futures. With a deep commitment to understanding each client’s unique goals, David creates personalized, comprehensive wealth strategies that address investments, taxes, insurance, and long-term planning. His client-first approach sets him apart, making sure that every decision is made with integrity and a focus on empowering clients to make informed, confident choices about their financial lives. David believes in building lasting relationships founded on trust and delivering peace of mind through customized, goal-oriented planning.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Mahy 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
David Mahy,
Wealth Planner
Candice Mahy,
Wealth Planner
Harris Whiting, CIM®
Associate Portfolio Manager
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
David Mahy,
Wealth Planner
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Candice Mahy,
Wealth Planner
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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.
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.
Team Values
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The Mahy 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 that each client feels valued and supported. Our client-first philosophy drives every decision, making sure strategies are tailed to achieve meaningful outcomes.
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Honesty, transparency, and ethical practice are the foundation of The Mahy Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, we create trusted partnerships that inspire confidence.
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At the Mahy Group, staying informed and knowledgeable is a top priority. Our team continually tracks industry trends, so that we can always provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.
Timeline
Supporting our community
The Mahy Group is 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 education and students. This reflects our team’s belief in fostering a brighter future, and making sure every child has access to quality education.
Advancing pediatric health is a priority for The Mahy Group. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes, but also offers hope and healing to families. This underscores our dedication to bettering the lives of young patients and fostering healthier communities.
Promoting cultural awareness and unity is a key focus for The Mahy Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.