Our Transition Team
Our Mission and Our Promise
Optimize Wealth has always believed that top tier advice coupled with premier service, and empowered by industry-leading technology, is what delivers the best outcomes for clients.
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 accountants and lawyers that can prepare all of your clients’ tax returns as well as all of their wills. We also have in-house 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.
Matthew J. McGrath, CFA, CIM, FMA, FCSI
Head of Corporate Development
As a seasoned executive with 25 years of experience in the wealth management business, Matthew knew what advisors wanted and needed — and also knew that the traditional players weren’t delivering it. So he joined Optimize Wealth to drive the industry forward, giving advisors the tools to deliver exceptional value to their clients, while building thriving businesses. What has inspired him over his 25 year career in the Wealth Management Industry is the incredible opportunity Optimize has to make such a positive and meaningful difference in the lives of our clients. During Matthew’s career, he has had the honour of advising and servicing private clients at both RBC and Optimize Wealth Management. He began at RBC, where he spent over a decade as one of the Portfolio Managers in their asset management and private client division, and managed to quickly climb the ranks to become one of their youngest Executive Council Vice Presidents.
After moving on from RBC, he was extremely fortunate to have joined Optimize Wealth Management, first as one of their Portfolio Managers, and now as Senior Partner, Head of our Advisory Channel and Corporate Development. As Head of our Advisory Channel, Matthew is fixated on helping our associates, advisors, portfolio managers, and branch teams to continue to deliver this same exceptional service and premium advice to clients. Matthew’s leadership style follows the same personal approach that he has always used with clients. He spends an enormous amount of time listening before putting forward advice and direction. He values and nurtures a culture of candor, transparency and respect in the true spirit of partnership.
In addition to Matthew’s passion for his family and the financial industry, he is an avid runner and has run numerous marathons, including three Bostons. He also enjoys hiking and extreme trekking, and has climbed the highest summit outside of the Himalayas, Mount Aconcagua (23,000 feet), along with Kilimanjaro (19,500 feet), as he continues his quest to climb the Seven Summits of the World.
Our Transition Specialists
A.K.A. ‘The SWAT Team’
A.K.A. ‘The SWAT Team’
Our Transition Team includes extremely experienced financial, compliance, technology, and operations professionals who will work tirelessly until every last client has been properly transitioned and is completely comfortable under our Advisor Platform.