We know that you bring a ton to the table.

So we make sure we do too…

A Platform for Premium Advisors

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 business, implement proven growth strategies, maximize the value of your business, or map your exit plan.

Scrap the paperwork

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

Streamline your business

Focus on your existing relationships while building new ones. Isn’t that why you got into the business after all?

Charge less. Earn more

Use our Managed Portfolio Solutions to reduce your clients’ fees while increasing your own revenue stream.

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

Premium Compensation, Well Above Industry Rates

Despite grids and payouts getting continuously squeezed, we offer a compensation structure well above industry norms

  • We recognize the true value of your client relationships
  • The industry has long undervalued Financial Advisors, until now
  • We are always happy to put our money where our mouth is
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Superior Client Offering And Investment Solutions

Bring your clients the Next Generation in Wealth Management

  • Family office platform
  • Premium Investment Returns
  • Broad array of in-house and third-party managed portfolio solutions
  • Pension style asset management
  • Pure no load fee structure
  • User-friendly statements and online account access
  • Bank-level security

Open Platform for every Wealth Professional

If you have solid long term client relationships we want to work with you, regardless of your registration

  • OSC Portfolio Managers
  • Registered IIROC Advisors
  • Licensed MFDA Reps
  • Financial Planners and Insurance Advisors
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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

Streamline your Business 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
  • Automate and leverage our in-house compliance system
  • Industry leading back-office systems
  • Cutting edge enterprise software for every aspect of your business
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Next Generation Marketing Support

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

  • Personalized brochures 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 business.

Learn More About How We Help Your Clients

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Whether you are looking to simply evaluate your current platform to ensure you are getting the most for you and your clients or if you need a solid succession plan for you and your family, we would be keen to discuss how we could work with you. At Optimize, we are always ready to take that step with you and design a solution specific to your particular goals and objectives.

LOOKING TO GROW YOUR PRACTICE OR MAP YOUR EXIT? REACH OUT TODAY AND SPEAK TO OUR HEAD OF CORPORATE DEVELOPMENT – MATTHEW MCGRATH – AND START MAPPING OUT THE NEXT CHAPTER IN YOUR CAREER!

Contact Matthew at matthew.j.mcgrath@optimize.ca or fill out the form below.