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Join the Next Generation of Wealth Management

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. Through it all, we’ll help you ensure your clients continue to get the attention they deserve.

You'll get a detailed PDF copy of our Advisor Brochure

 

  • Welcome to Optimize Wealth
  • What makes us an industry leader
  • Premier Portfolio Management
  • Comprehensive Financial Planning   
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  • Tax Planning & Preparation
  • Will & Estate Planning
  • Our Insurance Solutions
  • Loans & Mortgages
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What the Press is Saying

 

 

 

 

 

 

What our Advisors have to got to say about us

Great product - easy to use, the atomic live website give you a clear indication of what each module does and the different variants if something doesn"t quite work the GiantFocal team are brilliant at helping you to figure out where you went wrong and fixing it instantaneously.

John Doe
Chief Executive Officer | Company XYZ

Great product - easy to use, the atomic live website give you a clear indication of what each module does and the different variants if something doesn"t quite work the GiantFocal team are brilliant at helping you to figure out where you went wrong and fixing it instantaneously.

John Doe
Chief Executive Officer | Company XYZ

Great product - easy to use, the atomic live website give you a clear indication of what each module does and the different variants if something doesn"t quite work the GiantFocal team are brilliant at helping you to figure out where you went wrong and fixing it instantaneously.

John Doe
Chief Executive Officer | Company XYZ

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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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.