Connect with an Optimize Financial Professional to grow and protect your wealth.
Search By
Find a Financial Professional by Location
CONTACT INFO
, at
ABOUT
OUR TIMELINE
Optimize’s history
2009
Optimize Financial Group is founded and opens its first office in the Distillery District of Toronto
2010
Optimize launches Canada’s first robo-financial professional platform to challenge the status quo of 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 financial professional platform to select premium financial professionals
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
2020
As a fast follow to it’s 2019 Ontario-expansion, Optimize opens offices across Canada welcoming premium financial professionals across the nation
2022
Optimize's Financial Professionals platform enables Optimize to become one of Canada's fastest growing wealth management firms
2024
Optimize launches Optimize Wealth Management, the wealth management arm regulated by the Canadian Investment Regulatory Organization (CIRO)
