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. 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.
What makes us an
Industry Leader
Pure No Load Fee Structure
Avoid any unnecessary costs
- No annual administration fees
- No up-front loads
- No lock-up periods
Complete Independence
No more product pushing or conflicts
- Strategies based on your specific goals and objectives
- No up-front loads
- No lock-up periods
Premium Investment Returns
Instantly improve your return potential
- Top quartile returns
- Emphasis on growth and principal protection
- Dynamic asset allocation
Family Office Services
Get the full suite of services
- Investment Management
- Financial Planning
- Will and Tax Preparation
- Mortgage and Insurance Solutions
Pension Style Asset Classes
Go beyond retail products
- Exposure to low correlated asset classes
- Institutional Pension Managers such as KKR and Brookfield Asset Management
Global Financial Strength
Receive bank-level security
- All accounts are custodied at National Bank (NBIN)
- $200B in assets and 900,000 investors
- All client positions are segregated and are not cross-collateralized
- CIPF and CDIC insured
What the Press is saying.
