With 14 years in financial planning, Cody Rogers specializes in wealth management, tax-efficient strategies, estate planning, and generational wealth preservation. Proudly East Coast-rooted, he builds trust-based client relationships through integrity and personalized service. His experience as a hockey coach and sports enthusiast shapes his disciplined, team-focused approach to helping clients confidently reach their financial goals.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At The Rogers 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
Cody Rogers, CFP®, RRC®
Investment Advisor
Dylan Kerney, CIM®
Supervising Portfolio Manager
Cody Rogers, CFP®, RRC®
Investment Advisor
ABOUT
Dylan Kerney, CIM®
Supervising Portfolio Manager
ABOUT
Dylan Kerney is a Portfolio Manager at Optimize. He leads a team of associates, while working closely with clients and advisors to design investment strategies that are aligned with long-term goals. He takes a collaborative approach to portfolio design, emphasizing clear communication and disciplined execution.
With a background in economics and a passion for long-term strategy, Dylan finds purpose in translating complex market movements into clear, actionable insights.
Outside of work, Dylan enjoys hiking, camping, snowboarding, hockey, and playing guitar and bass. He’s also fond of travelling to destinations that are rich in culture and history.
Team Values
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The Rogers 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 ensure each client feels valued and supported. Our client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.
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Honesty, transparency, and ethical practices are the foundation of The Rogers 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 a trusted partnership that inspires confidence and builds lasting relationships.
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At The Rogers Group, staying informed and knowledgeable is a top priority. Our team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.
Timeline
Supporting our community
The Rogers 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 the team’s belief in fostering a brighter future and ensuring every child has access to quality education.
Advancing pediatric health is a priority for The Rogers Group. By contributing to SickKids, they support groundbreaking research and provide world-class healthcare for children. Their involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring their dedication to bettering the lives of young patients and fostering healthier communities.
Promoting cultural awareness and unity is a key focus for The Rogers Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.