Why We’re the Right Fit for You…
Who We Are…
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning.
We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together.
Connect With Us…
What Our Clients are Saying…
“Optimize provides me with no load financial advisory solutions which not only save me money but always put my interests at the forefront.”
George C, Client
“Moving from my branch financial planner to work with Optimize felt as though I had literally gone from working with a simple legal clerk to a full-blown lawyer.”
Liliana P, Client
“…I met with an Optimize Wealth Management Advisor a number of years ago and have received nothing but a top-notch client experience.”
Laura M, Client
“Optimize differentiated themselves to me early on from their competitors as a firm which is fixated on helping me achieve my goals.”
Mihkel J, Client
“Their regular reviews and proactive meetings keep me well aware of my progress towards my goals…”
Karanne A, Client
What Makes Us an Industry Leader…
We advise on your entire situation, from investments and financial planning to wills and tax preparation and finally to mortgages and life insurance.
We hold and safe-keep our client accounts at only the largest Canadian Financial Institutions, providing your money with absolute bank-level security.
No Load Advice
We’ve eliminated that unnecessary layer of commissions which include those upfront loads, back-end commissions, lock-up periods and redemption fees.
The cornerstone to our service plans is our regular client review meetings to ensure that everyone is on the same page and working towards the same goal.
We design every strategy based on our clients’ goals and objectives, and we do this after assessing every financial product or vehicle available in the marketplace.
Premium Returns & Advice
We have produced top quartile returns for our clients by emphasizing both growing and protecting investments within a very conservative to moderate risk profile.