Posted by Optimize on December 15, 2020

Optimize Wealth Management Welcomes Dale Folk as Senior Financial Planner, Furthering its Nationwide Expansion

TORONTO, December 15 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Dale Folk to the firm. Dale has an extensive history of helping clients in the Regina region reach their desired goals.

“We are thrilled to have an experienced and skilled planner like Dale join the team at Optimize,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth. “We are confident that Dale will help us in providing comprehensive financial planning to our clients using our unique holistic approach.”

Dale will help clients achieve their desired long-term goals and success along with a very skilled and experienced team of licensed portfolio managers from Optimize’s newest office in Regina.

“I couldn’t be happier to be joining Optimize,” said Dale Folk, Senior Financial Planner, “With the help of their robust portfolio management and multi-family office platform, my clients will benefit from a continued level of high-end service from one of Canada’s leading portfolio management firms”.

About Dale Folk

Dale, a Chartered Professional Accountant (CPA, CMA), specializes in full service financial and tax planning, is a graduate of the University of Regina and founding member of the Canadian Association of Mortgage Professionals. Having previously held positions with Partners in Planning, Canequity Mortgage, Fundex Investments and The Financial Planning Group, Dale brings more than 25 years of experience in various public sector, non-profit, public practice accounting and financial planning positions along with him. Dale has built his reputation on the basic principle of putting the client’s interest first by providing a full range of services to help clients meet their individual financial planning needs.

About the Optimize Wealth Advisor Platform

Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Advisor Platform whereby Advisors can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Advisor Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables advisors and financial planners alike to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.

Join Optimize Wealth: A firm built by Advisors, for Advisors

The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical advisors are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. 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 Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues they generate from their clients.

Looking to Grow Your Practice or Map Your Exit?

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. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.

Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium advisor compensation structure should reach out to Matthew McGrath for a confidential discussion at (416)-907-6733 or email matthew.j.mcgrath@optimize.ca


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