Exiting the Business?

We are interested. Very interested.

Our Succession Program

If you run a money management firm or are an Advisor, Portfolio Manager, or Financial Planner who is looking for a buyout plan now or in the future, we want to connect with you. Optimize Wealth offers more money than any other firm in the industry in addition to being able to offer your clients a superior client offering and investment solutions. We uniquely recognize how much value is in all of the client relationships which you have nurtured. We can structure the buyout around you and your particular situation. And so whether you want an immediate buyout, a two-stage transition, or something in between, we are keen to work with you.

Some say we pay too much. We frankly don’t care.

Top Dollar Payment Structure

We are happy to pay top dollar where others scrutinize or ‘nickel and dime’. We know just how hard you have worked to build your business and your book of clients over the years. We know better than the rest, just how invaluable your relationships are and how much future potential there is within your practice. As such, we are only too happy to put our money where our mouth is and will move as quickly as you need us to.

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Smooth Transition Process

We offer the smoothest transition with minimal investment on your part. We recognize that you are looking to exit the business and move on to the next chapter in your life. Accordingly, we will handle everything from the paperwork, the client meetings, to any regulatory requirements. Your involvement with the transition will be entirely on your terms and as involved as you want it to be.

Peace of mind

Get the peace of mind you deserve, knowing your clients’ needs will be completely looked after. Think of the comfort you will have knowing that we judge our success and value based on how well your clients’ financial goals are achieved, not ours. We will provide your clients with personalized financial solutions and advice to help them at every stage of their lives. Our Financial Services and solutions cover everything from financial planning and portfolio management to tax preparation, debit management, and estate planning. Ultimately, we will provide your clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together.

The Result? Monetize the full value of your business while knowing your clients will receive a superior client offering and investment solutions.

Learn More About Our Investment Solutions

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Whether you are looking to simply evaluate your current platform to ensure you are getting the most for you and your clients or if you need a solid succession plan for you and your family, we would be keen to discuss how we could work with you. At Optimize, we are always ready to take that step with you and design a solution specific to your particular goals and objectives.

LOOKING TO GROW YOUR PRACTICE OR MAP YOUR EXIT? REACH OUT TODAY AND SPEAK TO OUR HEAD OF CORPORATE DEVELOPMENT – MATTHEW MCGRATH – AND START MAPPING OUT THE NEXT CHAPTER IN YOUR CAREER!

Contact Matthew at matthew.j.mcgrath@optimize.ca or fill out the form below.