Our Value Add
We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together.
In an industry inundated with professionals all calling themselves financial advisors, it is nearly impossible to separate the simple salespeople or brokers from the astute advisors or portfolio managers. Optimize Wealth Management puts itself above the rest through our suite of services, advisory expertise, premium returns, and alignment of interests with that of our clients.
Below are just some of the many reasons we are quickly becoming Canada’s leading financial advisory firm:
We advise on your entire situation, from investments and financial planning to wills and tax preparation and finally to mortgages and life insurance. We begin this process by listening intently to your specific goals and objectives. We then analyze every aspect of your situation such as your investments, mortgage, will, life insurance, and tax preparation needs. Once we have completed our analysis, we then design you a coordinated strategy to achieve all of your particular goals and objectives.
Our advisors are waiting to be assigned to your specific needs and goals; and will not stop until you reach those goals. The cornerstone to our service plans is our regular client review meetings. These meetings provide us with the opportunity to update you on the current market conditions, any newly available financial solutions, your portfolio’s performance, and any needed changes. These meetings also enable you to update us as to any changes which may have occurred on your end so that everyone is on the same page and working towards the same goal.
We hold and safe-keep our client accounts at only the largest Canadian Financial Institutions, providing your money with absolute bank-level security. We ensure that these very same financial institutions are providing monthly financial audits to the industry’s regulator, IIROC. We further make certain that every client account is insured by the Canadian Investor Protection Fund (CIPF) to provide you with the highest level of financial security and stability available in the financial industry.
All of our financial advice and solutions are provided on a purely no load basis providing you with complete freedom to start and stop investing whenever you like. We’ve eliminated that unnecessary layer of commissions which include those upfront loads, back-end commissions, lock-up periods and redemption fees. Every financial solution designed for our clients is clearly laid out and completely transparent; There are no high-priced proprietary products, onerous contract terms, gimmicks, or hidden fees.
We provide every financial solution on a completed independent basis. We design every strategy based on our clients’ specific goals and objectives, and we do this after assessing every financial product or vehicle available in the marketplace. We are portfolio managers, not brokers or bankers, so we are held to the highest fiduciary standard of financial advice focused on our clients’ best interests. As an independent financial firm, there are no conflicts of interest with internal proprietary products or internal sales quotas.
We have consistently produced top quartile returns for our clients by emphasizing both growing and protecting investments within a very conservative to moderate risk profile. To grow our clients’ portfolios, we look for opportunities with solid rates of returns offered by large, public, and blue chip companies. At the same time, we are constantly focused on preserving our clients’ investment capital by monitoring the ongoing economic conditions and market dynamics to analyze whether or not to rebalance any investment positions.
Exiting the Business? We are interested. Very interested…
If you run a money management firm or are an Advisor, PM, 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 able to offer your clients the complete suite of financial services. 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.
If you’re looking for a holistic and no load advisory approach from your financial advisor, we’d love to connect and discuss how we could add significant value to your particular situation. An Optimize Advisor is ready to take that step with you and design a coordinated financial strategy specific to your particular goals and objectives.