Mike Scott, a Certified Financial Planner from Gander, NL, has been helping clients achieve their financial goals since 2002. He provides personalized advice in areas like tax, estate, insurance, and debt management. Now with Optimize Wealth Management, Mike supports clients at every life stage. When he's not working with clients, he enjoys an active life in Gander with his wife Rachelle, spending time outdoors, playing sports, and connecting with friends and family.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Scott 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 Scott,
Wealth Planner
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Narges Khalili
Associate Portfolio Manager
Mike Scott,
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.
Narges Khalili
Associate Portfolio Manager
ABOUT
Narges Khalili is an Associate Portfolio Manager at Optimize who aligns each client’s investment strategy with their broader financial goals. She takes a personalized approach, helping clients feel informed, confident, and supported throughout their entire financial journeys.
Motivated by a desire to make a meaningful difference, Narges believes financial clarity is key to gaining peace of mind. She is passionate about simplifying complex topics and building strong relationships that empower confident decision-making.
Outside of work, Narges practices martial arts and kickboxing. She also enjoys exploring new restaurants in Toronto and learning through reading and listening to podcasts.
Team Values
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The Scott 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 Scott Group. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting our 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 Scott 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, we 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 Scott Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we 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 Scott Group. By contributing to SickKids, we 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 Scott 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.