Who We Are…
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.
Why We’re the Right Fit for You…
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.
… 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.
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.
What Makes Us an Industry Leader…
We advise on your entire situation, from investments and financial planning to wills and tax preparation and finally to mortgages and life insurance.
No Load Advice
We’ve eliminated that unnecessary layer of commissions which include those upfront loads, back-end commissions, lock-up periods and redemption fees.
We design every strategy based on our clients’ goals and objectives, and we do this after assessing every financial product or vehicle available in the marketplace.
We hold and safe-keep our client accounts at only the largest Canadian Financial Institutions, providing your money with absolute bank-level security.
The cornerstone to our service plans is our regular client review meetings to ensure that everyone is on the same page and working towards the same goal.
Premium Returns & Advice
We have produced top quartile returns for our clients by emphasizing both growing and protecting investments within a very conservative to moderate risk profile.
What the Press is Saying…
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.
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.