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Our Internal Updates

Press Releases

Optimize Wealth Welcomes Josh MacLean and its newest office in London, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Christian Laurence and its newest office in Brantford, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Jim MacLean and its newest office in London, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Kevin Bennett and its newest office in Mount Pearl, Newfoundland, furthering its Nationwide Expansion

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

Optimize Wealth Management Welcomes David Lapos and its newest office in Mount Brydges, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Tim Hazlett and its newest office in Gander, Newfoundland, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Jane Qu and its newest office in Mount Pearl, Newfoundland, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Mike Scott and its newest office in Gander, Newfoundland, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Peter Paley and its newest office in Winnipeg, Manitoba, furthering its Nationwide Expansion

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

Optimize Wealth Management Welcomes Diana Westwood and its newest office in Georgetown, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Doug Ransom and its newest office in Victoria, British Columbia, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Doug Ransom to the firm. Doug has extensive…

Optimize Wealth Welcomes Lionel Johnson and its newest office in Salt Spring Island, British Columbia, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Lionel Johnson to the firm. Lionel has extensive…