Doug Ransom has helped clients achieve their financial goals since 2006, specializing in retirement, estate, and tax planning for professionals and business owners. A former engineer, he brings a thoughtful, analytical approach to wealth management. Doug holds both the CFP and CIM designations and is an active community volunteer recognized by the UVic Alumni Association.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Ransom 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
Doug Ransom, B.Eng., CFP®, CIM®
Associate Portfolio Manager
James Penner,
Associate
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Doug Ransom, B.Eng., CFP®, CIM®
Associate Portfolio Manager
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James Penner,
Associate
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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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Putting clients first is not just a value; it’s our guiding philosophy at The Ransom Group. Every interaction, decision, and strategy is rooted in understanding and prioritizing our clients’ needs and goals. We are dedicated to delivering personalised, thoughtful guidance that helps clients achieve financial success while fostering long-term relationships built on trust and care.
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Ethics guide every decision at The Ransom Group. We believe that a strong moral compass is essential to delivering truly exceptional service. By adhering to the highest ethical standards, we ensure our clients receive unbiased, honest, and transparent advice. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.
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At The Ransom Group, integrity is our foundation. We are committed to doing the right thing, even when no one is watching. This unwavering dedication to ethical practices ensures that every action we take reflects honesty, accountability, and respect for our clients. By consistently prioritizing what is right, we build trust and create meaningful relationships that stand the test of time.
Supporting our community
The Ransom Group is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects their dedication to fostering a brighter future where every child has access to quality education and the tools they need to succeed.
Advancing pediatric health is a key focus for The Ransom Group. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes while offering hope and healing to families, underscoring their commitment to bettering lives and strengthening communities.
Advancing pediatric health is a key focus for The Ransom Group. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes while offering hope and healing to families, underscoring their commitment to bettering lives and strengthening communities.