Skip to content

Our Transition Program

Quickly and smoothly transition your clients. Leave the heavy lifting to us.

Our Transition Program

Our Transition Program ensures your move is quick and effortless. We won’t stop until you are completely satisfied with your transition. We know making the leap from one firm to another is both daunting and challenging. That’s why we have a full-time dedicated transition team to help you every step of the way.

Receive significant training and planning ahead of time

  • Thorough planning is critical for a successful transition, and the sooner you start the better
  • Robust pre-transition planning
  • Transition best practices and advice
  • Checklists, Scripts for phone calls, and Clear Timelines

Leverage our robust onboarding platform and technology

  • Clients can sign up online or with paper, your choice
  • Instantly initiate transfers, effortlessly set up and adjust ongoing payments
  • Track your progress by the minute through your Optimize Dashboard
  • Onboard and service new clients at the click of a button

Use our Transition SWAT Team

  • A dedicated Client Service Manager guides you through every step of the onboarding process
  • A full-time internal Portfolio Manager assists you with every single transition meeting to ensure every client feels properly welcomed
  • Your Relationship Manager is always available to ensure your transition is a massive success
  • Our transition team of experienced financial, compliance, technology, and operations professionals literally does not stop until every last component of your Transition has been completed

Let our superior client offering speak for itself

  • Family Office Platform
  • Premium Investment Returns
  • Broad array of in-house and third-party managed portfolio solutions
  • Pension style Asset Management
  • Pure no-load fee structure
  • Bank-level security through our firm and our custodian National Bank (NBIN)
  • User-friendly statements and online account access

Receive significant training and planning ahead of time

  • Thorough planning is critical for a successful transition
  • Transition best practices and advice through our Knowledge-Base Program
  • Checklists, Suggested Scripts, and Clear Timelines
  • Business Cards, Signage, and Brochures

 

Leverage our robust onboarding platform and technology

  • Clients can sign up online or with paper, your choice
  • All necessary paperwork can be pre-populated by our team
  • Instantly initiate transfers, effortlessly set up and adjust ongoing payments
  • Track your progress by the minute through your Optimize Dashboard
  • Onboard and service new clients at the click of a button

Use our Transition SWAT Team

  • A dedicated Onboarding Manager guides you through every step of the onboarding process
  • A full-time Transition Portfolio Manager works alongside you to properly welcome your clients
  • Your Onboarding Team is always available to ensure your transition is a massive success
  • Our transition team of experienced financial, compliance, technology, and operations professionals does not stop until your Transition has been completed

Let our client offering speak for itself

  • Multi-Family Office Platform
  • Attractive Investment Returns
  • Broad array of in-house portfolio solutions
  • Pension Style Asset management
  • No up-front load fund purchase structure
  • Bank-level security through our firm and our custodian National Bank (NBIN)
  • User-friendly statements and online account access

The Result? We provide the opportunity to transition clients and Financial Professionals quickly and easily. Pure and Simple

Our Services

Portfolio Management

Financial Planning

Tax Preparation & Planning

Will & Estate Planning

Insurance

Loans & Mortgages

Contact Us

Facebook icon  Untitled (2560 × 2560px)  Twitter icon  Linkedin

 

What we do

Optimize Asset Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

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, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

Copyright © 2025 Optimize Inc.

Terms of Use           Privacy Policy           Disclaimer       Disclosure Documents    For Financial Professionals          Contact Us

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.