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For Advisors

5 Strategies to Elevate Your Client Experience

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For Advisors

Top 5 Strategies Financial Advisors Can Use to Win New Business

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For Advisors Financial Planning

Top 3 Content Ideas to Help You Build Trust and Credibility

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For Advisors

10 Ways Advisors Can Create Long-Lasting Referrals

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For Advisors

Leveraging Technology to Serve Your Clients

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For Advisors

Why People are Afraid of 'Financial Jargon' and What Advisors Can Do About It

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For Advisors

Four Ways Advisors Can Build An Impactful Online Presence

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For Advisors

Six Mistakes People Make When Moving Between Provinces

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For Advisors

Set Your Client-Advisor Relationship Up for Success

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For Advisors

Advisors Need to Build Trust to Work with Influx of Immigrants to Canada

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For Advisors

Help Your Clients Get More Invested In Their Retirements

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For Advisors

How To Help Empty Nesters Best Use Their Newfound Cash

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Should I Delay My OAS Benefits?
For Investors

Should I Delay My OAS Benefits?

May 04, 2023

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Financial Planning for Small Business Owners: Strategies for Success
For Investors

Financial Planning for Small Business Owners: Strategies for Success

April 05, 2024

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Nurturing Generational Wealth: Strategies for Managing Wealth Across Generations in Canada
For Investors

Nurturing Generational Wealth: Strategies for Managing Wealth Across Generations in Canada

March 27, 2024

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10 Ways Advisors Can Create Long-Lasting Referrals
For Advisors

10 Ways Advisors Can Create Long-Lasting Referrals

August 22, 2024

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Pathway to Prosperity: Harnessing Debt for Wealth Building
For Investors Financial Planning

Pathway to Prosperity: Harnessing Debt for Wealth Building

June 20, 2024

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Empowering the Next Generation: National Youth Week in Canada Shines a Spotlight on Financial Literacy and Investing
For Investors

Empowering the Next Generation: National Youth Week in Canada Shines a Spotlight on Financial Literacy and Investing

May 01, 2024

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Navigating Life's Financial Journey: Tailored Advice for Every Stage
For Investors

Navigating Life's Financial Journey: Tailored Advice for Every Stage

May 16, 2024

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For Investors

Pension Style Asset Classes

July 20, 2023

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Top 3 Content Ideas to Help You Build Trust and Credibility
For Advisors Financial Planning

Top 3 Content Ideas to Help You Build Trust and Credibility

October 23, 2024

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10 Red Flags to Watch Out for When Investing: How to Spot Scams and Fraud
For Investors

10 Red Flags to Watch Out for When Investing: How to Spot Scams and Fraud

March 11, 2024

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Unlocking Your Dream Getaway: Budgeting Strategies for the Ultimate Summer Vacation
For Investors Insurance Services

Unlocking Your Dream Getaway: Budgeting Strategies for the Ultimate Summer Vacation

June 06, 2024

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A couple packing boxes to move.
For Advisors

Six Mistakes People Make When Moving Between Provinces

November 24, 2022

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For Investors

Why some retirees go back to work, two questions Canadians should ask before dismissing annuities, and options for using a locked-in RRSP

June 02, 2022

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For Investors

Should Frank and Michelle pay off the mortgage on the house using some of the money from her purchase of a half-share in the residence?

January 12, 2023

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Top 5 Strategies Financial Advisors Can Use to Win New Business
For Advisors

Top 5 Strategies Financial Advisors Can Use to Win New Business

January 13, 2025

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6 Habits of Successful Financial Advisors

6 Habits of Successful Financial Advisors

February 05, 2025

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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.

Copyright © 2025 Optimize Inc.

Terms of Use           Privacy Policy           Disclaimer       Disclosure Documents    For Financial Professionals          Contact Us

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.