James Neals
Vice President, Portfolio Management at Optimize Financial Group | Toronto, Ontario, Canada
James Neals’s Email & Phone Number
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Vice President, Portfolio Management at Optimize Financial Group in August 2025 - Present
National Director, Equity Derivatives & Structured Products at Desjardins in November 2022 - August 2025
Vice President, Institutional Trading at Beacon Securities Limited in April 2022 - October 2022
Global Equity Derivatives Trader at Family Office in August 2021 - April 2022
Director, High Yield & Investment Grade Bond Trading at CIBC Capital Markets in May 2020 - April 2021
Director, Cross-Asset Trading at CIBC Capital Markets in May 2020 - April 2021
Director, Global Equity Derivatives at CIBC Capital Markets in December 2018 - May 2020
Associate, Global Equity Derivatives at CIBC Capital Markets in April 2016 - December 2018
Institutional Equity Trading & Sales at Credit Suisse in March 2015 - April 2016
Associate at Fidelity Investments in May 2013 - March 2015
Wilfrid Laurier University, BA, October 2026
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life. What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth. Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future. Set your goals. Let’s make them happen.
Discover more about Optimize Financial Group
Content Writing Manager @ Optimize Financial Group 🧭
Manager, Content Writing at Optimize Financial Group
(July 2025 – Present)
Portfolio Manager
Portfolio Manager at Optimize Wealth Management
(July 2024 – Present)
Associate Portfolio Manager at Optimize Wealth Management
Associate Portfolio Manager at Optimize Wealth Management
(February 2025 – Present)
Head of AI @ Optimize Financial Group | Agentic AI & ML for Wealth Management
Head of AI at Optimize Financial Group
(Nov 2025 – Present)
President and CEO at Optimize Wealth Management
Head of Advisory Channel at Optimize Wealth Management
(Aug 2009 – Present)
Wealth Planner at Optimize Wealth Management
Wealth Planner at Optimize Wealth Management
(Nov 2021 – Present)
What is James Neals email address?
Email James Neals at [email protected], [email protected] and [email protected]. This email is the most updated James Neals's email found in 2026.
How to contact James Neals?
To contact James Neals send an email to [email protected], [email protected] or [email protected]. (updated on December 30, 2025)
What company does James Neals work for?
James Neals works for Optimize Financial Group.
What is James Neals's role at Optimize Financial Group?
James Neals is Vice President, Portfolio Management
What industry does James Neals work in?
James Neals works in the Capital Markets industry.
