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Invest In What

Really Matters

Get the most out of your money

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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.
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What makes us an

Industry Leader

Pure No Load Fee Structure

Avoid any unnecessary costs

  • No annual administration fees
  • No up-front loads
  • No back-end commissions
  • No lock-up periods

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

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

Don't just take our word for it.

See what our clients are saying
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.
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.
“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.
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