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Company History 

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