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Invest in What Really Matters

Set Your Goals. Make Them Happen.

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.


Annual Growth in Assets


Annual Growth in Employees


Annual Growth in Clients

Why choose 
Optimize Wealth Management? 

No Load Firm

Avoid any unnecessary costs

   No annual administration fees on registered accounts

   No up-front load fund structure

Complete Independence

Expand your options

   Strategies are based on your specific goals and objectives

   Broad array of in-house 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

Attractive Investment Returns

Get better exposure and diversification

   Large-cap focus

  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 

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