Thomas Mills specializes in guiding investors through complex financial situations with strategies that are tailored to their unique goals and circumstances. By leveraging Optimize’s Multi-Family Office Suite, he integrates investments, estate planning, insurance solutions, and debt management into a cohesive plan that helps clients preserve and grow assets. His approach is rooted in transparency and collaboration, making sure clients feel informed and empowered every step of the way. With clarity and trust at the centre of his practice, Thomas equips clients to make confident financial decisions.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Mills 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
Thomas Mills,
Wealth Planner
Will Gilroy, CFA®, MA
Senior Portfolio Manager
Thomas Mills,
Wealth Planner
ABOUT
Will Gilroy, CFA®, MA
Senior Portfolio Manager
ABOUT
William Gilroy is a Portfolio Manager at Optimize, where he builds investment strategies tailored to each client’s goals, risk tolerance, and overall financial picture. He works tirelessly to align portfolios with market shifts and evolving client needs, providing steady guidance along the way.
Passionate about capital markets and making a meaningful impact, William supports clients and advisors with his in-depth investment knowledge. He makes sure every client receives a strategy that is intentional, adaptable, and built for long-term success.
Outside of work, William enjoys spending time with his wife and two sons, quiet weekends at home, and golf. He values prioritizing time to recharge and stay balanced.
Team Values
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At The Mills Group, we believe every decision should begin and end with our clients’ best interests in mind. By putting our clients first, we create strategies that not only address their immediate needs but also support their long-term aspirations. Our commitment makes each client feel valued, respected, and confident in the financial strategies we design together.
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Trust is the foundation of every lasting relationship. That’s why integrity guides everything we do, from portfolio recommendations to strategy adjustments. Clients can rely on us to be ethical and unwavering in protecting their financial well-being, while adhering to industry standards and regulations.
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Communicating in a transparent, timely, and easy-to-understand manner is a must at our firm. By simplifying complex concepts and keeping clients informed through every step of their financial journeys, we empower them to make informed decisions. Our approach allows us to deliver personalized service and proactive advice that adapts to clients’ life stages.
Supporting our community
The Mills Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we support the removal of barriers to learning and the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future and providing access to quality education.
Advancing pediatric health is another priority for our team. Our contribution to SickKids enables the process of groundbreaking research and administration of world-class healthcare for children. Our involvement not only supports the improvement of 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 Mills Group. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission of fostering understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects our commitment to creating a more inclusive and compassionate society for future generations.