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Our Internal Updates

Press Releases

Optimize Wealth Management Welcomes Michael O'Gorman and its newest office in Milton, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Michael O'Gorman to the firm. Michael has an…

Optimize Wealth Management Welcomes Frank Romeo and its newest office in Calgary, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Frank Romeo to the firm. Frank has an…

Optimize Wealth Management Welcomes Chris Bell and its newest office in Castlegar, British Columbia, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Chris Bell to the firm. Chris has an…

Optimize Wealth Management Welcomes Sanjeev Duggal and its newest office in Mississauga, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Sanjeev Duggal to the firm. Sanjeev has an…

Optimize Wealth Management Welcomes Andrew MacKenzie and its newest office in Georgetown, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Andrew MacKenzie to the firm. Andrew has an…

Optimize Wealth Welcomes Laurier Lefrancois and its newest office in Edmonton, Alberta furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Laurier Lefrancois to the firm. Laurier has extensive...

Optimize Wealth Welcomes Zacharie Sutton and its newest office in Whitby, Ontario furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Zacharie Sutton to the firm. Zacharie has extensive...

Optimize Wealth Management Welcomes Drew Walker and its newest office in Dover Centre, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Analyst and Insurance Advisor Drew Walker to the firm. Drew has an…

Optimize Wealth Management Welcomes Larry Verniest and its newest office in Calgary, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Larry Verniest to the firm. Larry has an…

Andrey Belskiy Black and White Headshot

Optimize Wealth Management Welcomes Andrey Belskiy and its newest office in Winnipeg, Manitoba, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Andrey Belskiy to the firm. Andrey has an…

Optimize Wealth Management Welcomes Joe Quach and its newest office in Windsor, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Joe Quach to the firm. Joe has an…

Optimize Wealth Management Welcomes Stuart Driedger and its newest office in Morden, Manitoba, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Stuart Driedger to the firm. Stuart has an…