2009

Optimize is Founded and Opens its First Office in The Distillery District of Toronto

2010

Optimize Launches Canada's First Robo Advisor Platform to Democratize Premium Wealth Management

2011

Optimize Expands into the United States with its First Office in Lower Manhattan, New York City

2014

Optimize's Head Office is Moved to the 45th Floor of the TD Canada Trust Tower in Toronto's Financial District

2016

Optimize Creates and Offers its Advisor Platform to Select Premium Financial Advisors and Professionals

2017

Industry Veteran and Globe and Mail Contributor Warren MacKenzie named as Head of Financial Planning

2018

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

2019

Optimize initiates its Nationwide Expansion, with the acquisitions of two Ontario-based Wealth Management Firms

2020

Optimize's Nationwide Expansion accelerates, opening offices and welcoming Premium Financial Professionals across Canada

2022

Optimize's Advisor Platform enables Optimize to become one of Canada's Fastest Growing Wealth Management Firms