Posted by Optimize on September 16, 2020

Optimize Wealth Management
Welcomes Stuart Proctor as Senior Financial Planner

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Stuart Proctor to the firm. Stuart has an extensive history of helping clients in the Calgary region meet their desired long-term goals.

“We are thrilled to have a knowledgeable and skilled planner such as Stuart join our team,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth. “We are
confident that Stuart can aid in providing comprehensive financial
planning to our clients through our entirely holistic approach.”
Working alongside a competent and skilled team of licenced
portfolio managers, Stuart will help clients to achieve prosperity
and long-term success from Optimize Wealth’s newest office in
Calgary.
“I’m pleased to be joining Optimize,” said Stuart Proctor, Senior

Financial Planner. “Now with the help of Optimize Wealth’s multi-
family office platform and their robust portfolio management, my

clients will benefit from a continued level of high-end service”.

About Rob Gillrie

Rob grew up in an insurance and investment background. He was privileged to follow in his father Larry’s footsteps, and entered the financial planning industry in 1987. Throughout the years, Rob and his team have grown their business one client at a time by building relationships based on sound advice and ongoing commitment to exceptional client service. In 1994, Rob’s wife, Kim joined as an integral business partner and office manager. In more recent years their daughters, Alyssa and Cassidy have joined the team, each earning their Bachelor degrees from the University of Alberta and PFA (Professional Financial Planner) designations through The Institute for Advanced Financial Education.

A strong believer in lifelong learning, Rob has earned his CFP (Certified Financial Planner), CLU (Certified Life Underwriter), and ChFC (Chartered Financial Consultant) designations. He is also a multiple recipient of the National Quality Award, which recognizes his commitment to the outstanding service of his clients.

Rob is in the financial planning industry to help his clients achieve financial stability, and to assist clients in working towards a worry-free retirement and the realization of their financial goals.

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.