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Client Testimonials

We’re looking to work with Individuals who want to have a long-term relationship with their financial advisor. Below is what just some of our clients have to say about our service and value add.

“Optimize Wealth Management differentiated themselves to me early on from their competitors as a firm which is focused on helping me achieve my goals, listening to what’s really important to me, and building an investment strategy that minimized my investment fees while providing good stable growth. What really got me was their fixation on total transparency and complete objectivity with respect to my interests and needs.”

Karanne A. Client


“I had been working with a financial planner from my local bank branch for some time. When I reviewed my investments and their returns closer however, I quickly realized that the financial advice I was actually receiving was very surface level and the branch financial planner was simply an order taker as compared to a full-fledged portfolio manager. After meeting with my Optimize Advisor, he quickly explained that not only was he an experienced financial planner, but that he was also an actual Discretionary Portfolio Manager with the Chartered Financial Analyst designation. Moving from my branch financial planner to work with my Optimize Advisor 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. I have always found them to be ethical, client focused, and more than willing to go the extra mile for me and my personal goals. I have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor.”

George C. Client


“What particularly impressed me about my Optimize Wealth Management Advisor was just how much time he spent early on in our relationship listening to my particular goals and objectives. I have always found that they truly understand what I am working towards with my career, my investments, and my other personal goals. Their regular reviews and proactive meetings keep me well aware of my progress towards my goals. Consequently, I would gladly refer Optimize Wealth Management.”

Laura M. Client


“My wife and I wanted to work with a Financial Advisor which offered a very holistic approach to helping us achieve our goals. We had looked at the typical bank-owned brokers and financial advisory firms but felt as though their advice was always tailored around a hidden agenda of selling us their proprietary products or making some in-house sales quotas. When we met with Optimize, our experience was completely refreshing. Our Optimize advisor explained how they work purely on a no-load basis and would help us with every aspect of our financial situation. This meant we would receive advice and solutions which went beyond just investments and financial planning and covered areas such as preparing our wills and taxes… as well as securing us mortgage and life insurance solutions which made the most sense to our family’s goals and lifestyle. As a result, we recommend Optimize Wealth Management every chance we can.”

Mihkel J. Client


If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Advisor is always ready to take that step with you and design a financial solution specific to your particular goals and objectives.

Learn More About Our Management Fees

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If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Advisor is always ready to take that step with you and design a financial solution specific to your particular goals and objectives.

Need Advice? Speak to an Optimize Advisor today and receive a Complimentary Plan to achieve your specific goals!

Call 1-866-209-6862 or fill out the form below.

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