With over 30 years in financial services, Mike Rawn is known for delivering personalized, holistic financial advice to clients at all stages of life. His inclusive approach ensures every detail including investments, taxes, insurance, and estate planning is covered with care and clarity. Mike studied Actuarial Science at Western and Accounting at Concordia, and began his career at Central Guaranty Trust. An active volunteer in the Durham Region, he is committed to helping clients and his community thrive.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Rawn 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
Mike Rawn,
Wealth Planner
Jordan Rawn,
Wealth Planner
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Harris Whiting, CIM®
Associate Portfolio Manager
Mike Rawn,
Wealth Planner
ABOUT
Jordan Rawn,
Wealth Planner
ABOUT
Jordan Rawn is a Wealth Planner based in Oshawa with nearly a decade of experience. Known for his forward-thinking strategies and clear advice, he helps clients build personalized plans that align with their goals. He specializes in tax planning and wealth retention and is currently pursuing his Certified Financial Planner designation. Outside of work, Jordan is active in his community and enjoys camping and road trips with his family.
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.
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.
Team Values
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At the Rawn Group, we believe every client deserves personalized financial guidance, regardless of their resources or life situation. We take the time to listen, ask the right questions, and understand each client’s unique needs and aspirations. Through close collaboration, we develop customized financial solutions designed to provide confidence and peace of mind. Our client-first approach ensures every individual feels valued, supported and empowered as they work towards achieving financial security.
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We deliver exceptional service through our responsiveness, attention to detail, and proactive care. The Rawn Group is committed to providing timely updates, clear communication and ongoing support tailed to each client’s needs. By regularly reviewing and adjusting financial plans, we ensure strategies remain relevant amid life changes and market fluctuations. This dedication allows us to anticipate challenges, seize opportunities, and give clients confidence throughout their financial journey. This is the basis for the long-term, trusted relationships we seek to build with our clients.
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At The Rawn Group, we deliver exceptional service through responsiveness, attention to detail, and proactive care. We provide timely updates, clear communication, and ongoing support tailored to each client’s needs. By regularly reviewing and adjusting financial plans, we ensure strategies remain effective amid life changes and market conditions. This dedication allows us to anticipate challenges, seize opportunities, and give clients confidence in their financial journey. Our commitment to excellence fosters long-term, trusted partnerships.
Timeline
Supporting our community
The Rawn Group proudly supports the Boys and Girls Club of Durham Region, helping provide children with essential development programs. This partnership reflects a commitment to fostering opportunities for young people to learn, grow, and thrive.
The Rawn Group contributes to Lake Ridge Community Services, an organization that provides crucial resources and support to families in need. This involvement reinforces the group’s dedication to building stronger, more inclusive communities.
Supporting the Hearth Place Cancer Support Centre, The Rawn Group helps provide emotional and practical support to individuals and families affected by cancer. This commitment highlights the group’s compassion and dedication to enhancing community well-being.