Posted by Optimize on September 7, 2021

Optimize Wealth Welcomes
Ken Vyse and its newest office in Ingersoll, Ontario, furthering its Nationwide Expansion

Toronto, August 31, 2021 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Ken Vyse to the firm. Ken has extensive experience helping families in the Ingersoll region for over forty years.

“We are pleased to have another highly skilled and experienced planner like Ken 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 Ingersoll, Ken 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 Ken Vyse. “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 Ken Vyse

When you’re mapping out your financial future, it helps to have an experienced professional with whom you feel comfortable and whom you can trust. Ken Vyse of Optimize Wealth in Ingersoll has been that friendly professional to generations of Ingersoll residents. With over 40 years of experience in the financial services industry, Ken has seen the ups and downs of the market.

Born and raised in Ingersoll, Ken believes strongly in giving back to his community. He is a past president of the Ingersoll District Chamber of Commerce, a member of the Royal Canadian Legion and King Hiram Lodge, was the 2012 Rotarian of the Year, and has been a proud sponsor of Ingersoll Minor Hockey for over 20 years. Ken has been married to his wife Sandy for close to 40 years, with whom he has two daughters, with his oldest Justine being his office assistant. He enjoys spoiling his grandsons.

Whether you’re an existing client or a new face coming through the door, he is going to do the best job for you from day one. Ken doesn’t take trust lightly, and feels that clients being comfortable enough to refer family and friends is the best compliment that he could receive.

Whether you need help with estate planning, conducting cash flow analysis or planning for retirement, Ken can offer the expertise and experience you deserve.

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 as 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.