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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-advisor platform to initiate change in 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 advisor platform to select premium financial advisors and 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 advisor 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).

More to come...