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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, debt management, and estate planning.

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together.

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 with respect to my interests and needs.

Karanne A. Client
… 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. Client
What particularly impressed me about my Optimize Wealth Management Advisor was just how much time he spent early on in our relationship listening to my particular goals and objectives. I have always found that they truly understand what I am working towards with my career, my investments, and my other personal goals. Their regular reviews and proactive meetings keep me well aware of my progress towards my goals. Consequently, I would gladly refer Optimize Wealth Management.

Laura M. Client

We advise on your entire situation, from investments and financial planning to wills and tax preparation and finally to mortgages and life insurance.

Optimize Wealth Management’s senior partner and portfolio manager, Matthew McGrath, cited specific thoughts on the reasons why people struggle with their finances. He believes many people are too intimidated to ask questions about money and don’t have defined financial goals.

The Globe and Mail
I am thrilled to be part of the Optimize Wealth Management team,” said Warren MacKenzie. “I have always been passionate about delivering advice rooted in sound investment principles to help clients achieve their specific financial goals. I look forward to continuing this tradition at Optimize.

Business Insider