With 25 years of experience, Greg Duncan guides clients through retirement planning with clarity, care, and confidence. He takes a holistic, client-first approach, offering support in areas such as taxes, wills, insurance, and estate planning to help clients feel secure at every stage of their journey. Outside of work, he enjoys playing both guitar and piano, exploring hiking trails, and spending time kayaking in nature.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Seafire Investments, 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
Greg Duncan, EPC
Wealth Planner
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Brian Wells, CIM®
Portfolio Manager
Greg Duncan, EPC
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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Seafire Investments 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 Seafire Investments. 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 Seafire Investments, 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
Seafire Investments 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 our team’s belief in fostering a brighter future and ensuring every child has access to quality education.
Advancing pediatric health is a priority for Seafire Investments. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.
Promoting cultural awareness and unity is a key focus for Seafire Investments. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.