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For Investors

4 Decisions That Can Lead to Stronger Financial Independence

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For Investors

Credits to Consider for This Tax Season

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For Investors

4 Ways Parents can Help Their Children become Financially Stable

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For Investors

TFSA vs RRSP: Why Not Do Both?

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For Investors

3 Tax Tips When Claiming On Your Rental Properties

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For Investors

3 Ways an Automated RRSP Plan Can Benefit You

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For Investors

4 Great Points To Better Understand and Use Your TFSA

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For Investors

Maximizing the Tax Benefits of Your Charitable Donations

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For Investors

4 Tips For Retirement Planning: The Best-Kept Secrets

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For Investors

4 Ways to Make You a Little Richer This Tax Season

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For Investors

7 Common Tax Mistakes You Need to Avoid

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For Investors

Estate Planning: Looking Beyond the Will

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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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Saving Tax is a Year-Round Exercise: Don’t Overlook Income Splitting
For Investors

Saving Tax is a Year-Round Exercise: Don’t Overlook Income Splitting

April 20, 2023

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For Investors

Pension Style Asset Classes

July 20, 2023

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Have You Been Appointed Estate Executor? Five Mistakes to Avoid
For Investors

Have You Been Appointed Estate Executor? Five Mistakes to Avoid

April 06, 2023

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For Investors

How does an RESP work?

September 07, 2023

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FHSA and HBP
For Investors

FHSA and HBP

June 29, 2023

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Inflation and the Impact on Timing CPP Benefits
For Investors

Inflation and the Impact on Timing CPP Benefits

March 09, 2023

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Top Questions to Ask Your Financial Advisor
For Investors

Top Questions to Ask Your Financial Advisor

January 26, 2023

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Power of Attorney: What is it and why is it important?
For Clients

Power of Attorney: What is it and why is it important?

October 19, 2023

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RRSP Checkup: How Well Are You Managing Your RRSP?
For Investors

RRSP Checkup: How Well Are You Managing Your RRSP?

February 09, 2023

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A Brighter Side to Inflation: The Largest Index Adjustment in Years
For Investors

A Brighter Side to Inflation: The Largest Index Adjustment in Years

March 23, 2023

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Fortify Your Future: A Guide to Protecting Your Assets and Loved Ones
For Investors

Fortify Your Future: A Guide to Protecting Your Assets and Loved Ones

April 19, 2024

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

April 05, 2024

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For Investors

Can Elijah, 51, afford to retire early, even if his plans for self employment don’t pan out?

February 16, 2023

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

March 27, 2024

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Mastering Money: Top Mistakes to Avoid When Investing
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Mastering Money: Top Mistakes to Avoid When Investing

April 11, 2024

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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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