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Invest in What Really Matters

Get the most out of your money.

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 estate planning.

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Annual Growth in Assets

%

Annual Growth in Employees

%

Annual Growth in Clients

What Makes Us An
Industry Leader? 

Pure No Load Fee Structure

Avoid any unnecessary costs

   No back-end commissions


   No up-front loads

   No annual administration fees

Complete Independence

No more product pushing or conflicts

   Strategies based on your specific goals and objectives


   Broad array of in-house and third-party managed portfolio solutions

   Institutional Level of Portfolio Management and Asset Classes

Multi-Family Office Services

Get the full suite of services

   Investment Management


   Financial Planning

  Will & Tax Preparation

 

  Mortgage and Insurance Solutions

Premium Investment Returns

Instantly improve your return potential

   Top quartile returns


  Emphasis on growth and principal protection

   Dynamic asset allocation

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 

Don't just take our word for it, see what our clients are saying.

"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 a result, we recommend Optimize Wealth Management every chance we can."

Mihkel J.

"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."

Karanne A.

"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.

What the Press is Saying