Posted by Optimize on December 9, 2020

Optimize Wealth Management Welcomes Jerry Letourneau as Senior Financial Planner, Furthering its Nationwide Expansion

TORONTO, December 9 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Jerry Letourneau to the firm. Jerry has extensive experience helping families in the Niagara Falls region for over thirty-five years.

“We are pleased to have another highly skilled and experienced planner like Jerry join the Optimize team. We are confident that he will help us continue to provide a premier level of service to our clients,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.

At Optimize Wealth’s newest office in Niagara Falls, Jerry will provide clients with a comprehensive approach to financial planning, benefiting from the support of an experienced team of licensed portfolio managers to help achieve clients’ long-term financial goals.

“I’m thrilled to be joining Optimize,” said Jerry Letourneau. “The move ensures that my clients will benefit from robust portfolio management and a multi-family office platform from one of Canada’s leading portfolio management firms”.

About Jerry Letourneau

Jerry started in the life insurance industry in 1982 and moved into investments with a focus on financial and retirement planning for affluent clients by 1992. He focused on his client’s needs and would not bring forward any product to a specific client until he had complete knowledge as to what suited them best. By 2002, Jerry started his own boutique firm and asked clients to help him help them succeed. He realized that people have their own work, business, family, and personal lives they need tending to, and that he could be integral in helping them with their specific goals.

By understanding each client’s specific needs and goals, Jerry formulates solid advice for them as it relates to their comprehensive financial and estate planning matters. Proficiency is the utmost important task and clients need it done correctly. To be successful, you need to be easily reached and Jerry is always available to help clients with their 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