With over 29 years in financial planning, Jason Mizak is a Certified Financial Planner (CFP) known for his expertise in tax strategies, estate planning, insurance, investments, and retirement. He delivers tailored, effective solutions rooted in trust, accountability, and a deep commitment to client success. A former Canadian National BMX champion and multi-sport athlete, Jason brings discipline and drive to every client relationship.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Mizak Private Wealth, 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
Jason Mizak, BPE, CFP®
Wealth Planner
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Brian Wells, CIM®
Portfolio Manager
Jason Mizak, BPE, CFP®
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.
Brian Wells, CIM®
Portfolio Manager
ABOUT
Brian Wells is a Portfolio Manager at Optimize. He supports advisors, high-net-worth individuals, and business owners. He puts his clients at the centre of each financial recommendation and decision, focusing on preserving their wealth, optimizing their growth, and guiding them toward their long-term goals.
At just 12 years old, Brian’s father introduced him to investing. This introduction sparked his early passion for markets, which grew into a dedicated career of helping others make informed financial decisions. He continues to bring this same curiosity and commitment to every client relationship. Brian takes the time to understand each client’s values and objectives to design portfolios that align with their entire financial situation.
Beyond work, Brian enjoys hiking, travelling, hockey, golf, and writing music. He also gives back through mentoring and volunteer work.
Team Values
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At Mizak Private Wealth, honesty is the foundation of all our relationships. We are committed to providing clear, honest advice that prioritizes the best interests of our clients. By fostering open and honest communication, we ensure those clients feel confident and supported throughout their financial journeys.
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Integrity is central to everything we do at Mizak Private Wealth. We are dedicated to upholding the highest ethical standards, making sure that every decision aligns with our clients’ best interests. Our team is dedicated to acting with fairness, accountability, and professionalism, building lasting relationships based on trust and respect.
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Objectivity is the cornerstone of our practice. Free from conflicts of interest, our recommendations are designed to prioritize your goals, and deliver meaningful outcomes towards those ambitions. By offering this clear, impartial guidance, we empower you to make informed decisions with confidence.
Supporting our community
Mizak Private Wealth is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our belief in fostering a brighter future where every child has access to quality education and opportunities to succeed.
Advancing pediatric health is a key priority for Mizak Private Wealth. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement helps improve health outcomes while offering hope and healing to families. Our commitment underscores our dedication to making a meaningful difference in the lives of young patients and fostering healthier communities.
Promoting cultural understanding and reconciliation is a core value for Mizak Private Wealth. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering reconciliation and building connections between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.