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Comment nous aidons vos clients

Nous évaluons notre succès en fonction de la manière dont nous atteignons les objectifs de vos clients, et non les nôtres.

Apportez à vos clients la nouvelle génération de gestion de patrimoine

Fondée en 2009, le service de conseil de patrimoine Optimize s'est efforcée d'améliorer l'expérience de la gestion complète de patrimoine en construisant une plateforme robuste qui permet aux professionnels de la finance de proposer à leurs clients une offre attrayante et des solutions d'investissement. Nous avons des spécialistes en fiscalité et en testament qui peuvent préparer toutes les déclarations de revenus de vos clients ainsi que tous leurs testaments. Nous disposons également de spécialistes des hypothèques et de l'assurance, si nécessaire, et tout cela vient compléter nos services de base de planification financière et de gestion de portefeuille. Nous avons construit notre plateforme avec la conviction que la technologie pouvait rendre le processus de gestion financière plus simple, plus transparent et plus rentable pour les clients.

 

Il nous est rapidement apparu que ces services, associés à notre technologie interne, permettaient aux représentants agréés d'apporter à leurs clients une valeur ajoutée bien supérieure aux normes du secteur, ce qui leur permettait de développer leurs activités de manière exponentielle.

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

Le résultat? Faites passer vos clients à la vitesse supérieure en matière de gestion de patrimoine et prospérez ensemble.

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.