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How We Help Your Clients

We judge our success by how well we achieve your client’s goals, not ours.

Bring your Clients the Next Generation in Wealth Management

Founded in 2009, Optimize Wealth has worked to enhance the Full Service Wealth Management experience by building a robust Platform whereby Financial Professionals can provide their clients with an attractive client offering and investment solutions. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as all of their wills. We also have in-house Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients.

 

It has quickly become clear to us that these services when provided alongside our in-house technology enables licensed representatives to deliver significant value to their clients well above the industry norms, which empowers them to grow their practices exponentially.

No Load Firm

Eliminate unnecessary costs

- No annual administration fees on registered accounts
- No up-front load fund purchase structure

Complete Independence

Expand your options

- Strategies are based on each client’s specific goals and objectives
- Broad array of in-house portfolio solutions
- Institutional Level of Portfolio Management and Asset Classes

Global Financial Strength

Provide bank-level security

- All accounts are custodied at National Bank (NBIN)
- Over $300 billion in assets and 1,000,000 investors
- All client positions are segregated and not cross-collateralized
- CIPF and CDIC insured

Multi-Family Office Services

Offer the full suite of services

- Investment Management
- Financial Planning
- Will and Tax Preparation
- Mortgage and Insurance Solutions

Attractive Investment Returns

Provide better exposure and diversification

- Large-cap value
- Emphasis on growth and principal protection
- Dynamic asset allocation

Pension Style Asset Classes

Go beyond retail products

- Exposure to low correlated asset classes
- Institutional Pension Managers such as Goldman Sachs, Morgan Stanley, and KKR

The Result? Take your clients to the next level in Wealth Management and prosper together.

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 Wealth 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 Wealth, 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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