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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—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.

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Meet the team

Jonathan Luesby
CFP®, CIM®, FCSI®,CEA
Wealth Planner
Michèle Luesby
Assistant Wealth Planner
Adam Newsome CIM®
Supervising Portfolio Manager

Team values

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Values serve as the
foundation for everything we do

Integrity, transparency, and a client-first approach are central to how we operate. We are committed to providing honest, clear, and personalized advice, ensuring our clients feel supported and empowered throughout their financial journey. Collaboration is another key principle that drives us. By working as a cohesive team, we bring together our diverse expertise to create tailored strategies that meet each client's unique needs.

Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Guided by a philosophy of
continuous improvement

4 Pillars Wealth embraces the evolving nature of wealth management. We strive to adapt our services and solutions to align with the ever-changing financial landscape, ensuring that we remain a trusted partner for our clients. At the heart of our approach is a belief in building trust, empowering clients, and fostering financial well-being for the individuals and families we serve.

Supporting our community

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Our team is proud to have supported the Heart & Stroke Foundation, contributing to its mission of improving heart health and reducing the impact of stroke. Over the years, we've actively participated in initiatives ranging from grassroots fundraising efforts to leadership roles that helped drive impactful change. For instance, we have contributed to ensuring secure pension plans for volunteers and staff through leadership on the pension committee. To learn more about this organization and its vital work, visit the Heart & Stroke Foundation website.

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4 Pillars Wealth is honoured to support Make-A-Wish Canada, an organisation dedicated to granting life-changing wishes to children with critical illnesses. Beyond creating moments of joy, these wishes play a vital role in improving medical outcomes and enhancing the overall well-being of children and their families. By contributing to this mission, 4 Pillars Wealth helps bring hope and strength to children facing serious health challenges, ensuring they experience moments of happiness and empowerment during difficult times.

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4 Pillars Wealth is proud to support the Ottawa Food Bank, an organisation dedicated to providing fresh and non-perishable food, as well as essential supplies like diapers, toiletries, and cleaning products to a network of over 100 food programs across the city. By partnering with the food bank, 4 Pillars Wealth contributes to a vision of healthy, accessible, and sustainable food for all. Their support helps improve access to nutritious food, strengthen the food bank network, encourage social innovation, and advocate for systemic changes that reduce food insecurity in the community.

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Raising awareness and advocating for better care is at the heart of Colorectal Cancer Canada, a not-for-profit organisation dedicated to supporting patients and families affected by the disease. Through education, prevention initiatives, and improved treatment access, the organisation works to reduce incidence and improve outcomes. By supporting this mission, 4 Pillars Wealth contributes to vital programs that empower patients, assist caregivers, and drive meaningful advancements in cancer care across Canada.

Contact Us
(613) 837-3694
jonathan.luesby@optimize.ca michele.luesby@optimize.ca
Address
6585 Des Merles Lane,
Ottawa, ON   K1C 6P4
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