The proof is in the pudding…and our pudding is great! Our no load fee structure combined with our blue chip, large cap value focus ensures we consistently outperform our peers
Our Investment Performance
Optimize Balanced Growth Model Portfolio*
Optimize Growth – 30% Fixed Income Model Portfolio**
Optimize Balanced – 40% Fixed Income Model Portfolio**
Optimize Balanced – 50% Fixed Income Model Portfolio**
Optimize Income – 70% Fixed Income Model Portfolio**
Optimize Equity – 100% North American Equity Model Portfolio**
*Additional Disclaimer
Optimize Balanced Growth Model Portfolio*
Optimize Growth – 20% Fixed Income Model Portfolio**
Optimize Growth – 35% Fixed Income Model Portfolio**
Optimize Balanced – 45% Fixed Income Model Portfolio**
Optimize Income – 60% Fixed Income Model Portfolio**
Optimize Equity – 100% Canadian Equity Model Portfolio**
Optimize Equity – 100% US Equity Model Portfolio**
**Additional Disclaimer
Learn More About Our Types of Accounts
If you’re 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.
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