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How we Help Financial Professionals

We know that you bring a ton to the table. We make sure we do too.

A Platform for Client-Focused Financial Professionals

Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your practice, implement proven growth strategies, maximize the value of your practice, or map your exit plan.

Scrap the paperwork

Leverage our platform to streamline your onboarding, client servicing, operations, and compliance.

Streamline your practice

Focus on deepening your existing relationships while still building new ones.

Provide more value

Use our Multi-Family Office Solution to provide more services and increase the value you can deliver.

Focus on your client relationships while we take care of the rest.

Equitable Compensation,
for high-end professionals

Despite grids and payouts getting continuously squeezed, we offer an equitable compensation structure 

  • We recognize the true value of your client relationships

  • The industry has long undervalued Premium Financial Professionals, until now

 

 

An Entrepreneurial Culture like no other

We are fixated on your growth and independence

  • You help your clients with their goals while we help you with yours

  • Complete freedom in your succession planning

  • Buy up new books of business with our Pre-Arranged Financing Solutions

Attractive Client Offering and Investment Solutions

Bring your clients the next generation in Wealth Management

  • Multi-Family office platform

  • Attractive Investment Returns

  • Broad array of in-house portfolio solutions

  • Pension Style Asset management

  • No up-front load fund purchase structure​

  • User-friendly statements and online account access

  • Bank-level security​

Streamline your practice in a major way

Significant time savings for you to grow… or to simply smell the roses

  • Online platform to onboard and service clients quicker and more efficiently

  • Industry leading back-office system

  • Cutting edge enterprise software and CRM for every aspect of your practice

A Platform for Licensed Representatives

If you have solid long term client relationships we want to work with you.

  • Advising Representatives

  • Associate Advising Representatives

     

Next Generation Marketing Support

Our Marketing Team will create engaging content to always keep you front and centre with your clients

  • Personalized content and monthly e-newsletters

  • Quarterly newsletters and market commentary

  • Social media campaigns across multiple platforms

The Result? Unlock opportunities while building a better and more profitable practice.

Our Services

Portfolio Management

Financial Planning

Tax Preparation & Planning

Will & Estate Planning

Insurance

Loans & Mortgages

Contact Us

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What we do

Optimize Asset Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.