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The Optimize Foundation

As a values-based and future focused firm, we are deeply passionate about giving back to our communities.

Our Philosophy

We believe in being active stewards of our community. As both a firm and the individuals on our team, we are involved in a wide range of philanthropic endeavors at a national scale and in our immediate communities as well. Our commitment to all stakeholders is woven into the culture of our firm and we seek to continue to foster that spirit through our charitable contributions and our core values.

Our Areas of Support and Commitment

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First Nations

With more than 60% of First Nations' children living below the poverty line, there is much work to be done. The issues facing First Nations' communities in Canada are complex. With more than half of Canada's First Nations' population having not finished high school and only six percent with a university degree, there exists a significant education gap in Canada. Paired with challenges in access to clean drinking water, many of Canada's First Nations' communities are in need of our support.

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Youth

Canada's future resides in our youth population and our future can't flourish unless our children are. With over 20% of Canada's homeless population consisting of young people between the ages of 13 and 24, youth poverty is a pressing issue. Access to education and resources are paramount for improving the prospects of our youth and ensuring a bright future for not just them but our country as a whole. Optimize is committed to being a steward for the next generation and an advocate for Canadian Youth.

Our Partners

waterFirst
Kochita
Gord Downie Fund
Covenant House
First Book Canada
Sick Kids
David Suzuki Foundation
Indspire
support youth

Our Services

Portfolio Management

Financial Planning

Tax Preparation & Planning

Will & Estate Planning

Insurance

Loans & Mortgages

Contact Us

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What we do

Optimize Wealth Management is 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 cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

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