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
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Annual Growth in Employees
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Annual Growth in Clients
What Makes Us An
Industry Leader?
Pure No Load Fee Structure
Avoid any unnecessary costs
No back-end commissions
Complete Independence
No more product pushing or conflicts
Strategies based on your specific goals and objectives
Multi-Family Office Services
Get the full suite of services
Investment Management
Premium Investment Returns
Instantly improve your return potential
Top quartile returns
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
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.
