Optimize is now one of the fastest growing wealth management firms in Canada.
See how we've evolved since inception in 2009.
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Optimize is Founded and Opens its First Office in The Distillery District of Toronto
Optimize Launches Canada's First Robo Advisor Platform to Democratize Premium Wealth Management
Optimize Expands into the United States with its First Office in Lower Manhattan, New York City
Optimize's Head Office is Moved to the 45th Floor of the TD Canada Trust Tower in Toronto's Financial District
Optimize Creates and Offers its Advisor Platform to Select Premium Financial Advisors and Professionals
Industry Veteran and Globe and Mail Contributor Warren MacKenzie named as Head of Financial Planning
Optimize's Financial Services are expanded to include Tax and Will Preparation, Insurance and Debt Solutions, Estate and Financial Planning in addition to Premium Portfolio Management
Optimize initiates its Nationwide Expansion, with the acquisitions of two Ontario-based Wealth Management Firms
Optimize's Nationwide Expansion accelerates, opening offices and welcoming Premium Financial Professionals across Canada
Optimize's Advisor Platform enables Optimize to become one of Canada's Fastest Growing Wealth Management Firms