Welcome to Optimize
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, which is clearly shown below by our growth just last year. 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, insurance solutions, debt management, and will preparation.
We provide our clients with an entirely holistic approach and advisory relationship to ensure everyone succeeds and prospers together.
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Annual Growth in Assets
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Annual Growth in Employees
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Annual Growth in Clients
Why choose
Optimize Wealth Management?
No Load Firm
Avoid any unnecessary costs
No annual administration fees on registered accounts
Complete Independence
Expand your options
Strategies are based on your specific goals and objectives
Multi-Family Office Services
Get the full suite of services
Investment Management
Attractive Investment Returns
Get better exposure and diversification
Large-cap focus
Emphasis on growth and principal protection
Pension Style Asset Classes
Go beyond retail products
Exposure to low correlated asset classes
Institutional Pension Managers such as Goldman Sachs, Morgan Stanley, and KKR
Global Financial Strength
Receive bank-level security
All accounts are custodied at National Bank (NBIN)
More than $300 Billion in assets and 1,000,000 investors
All client positions are segregated and are not cross-collateralized
CIPF and CDIC insured
