Our Internal Updates
Press Releases
Optimize Wealth Welcomes Vince Cerullo and its newest office in Waterloo, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Vince Cerullo to the firm. Vince has extensive…
Optimize Wealth Welcomes Karen Zeiger and its newest office in Mount Albert, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner Karen Zeiger to the firm. Karen has extensive...
Optimize Wealth Welcomes Matt Kruss and its newest office in Markham, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Matt Kruss to the firm. Matt has extensive…
Optimize Wealth Welcomes Colin Baird and its newest office in Cambridge, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Colin Baird to the firm. Colin has extensive…
Optimize Wealth Welcomes Robin Langis and its newest office in Orleans, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Robin Langis to the firm. Robin has extensive…
Optimize Wealth Welcomes Glen Caton and its newest office in Red Deer, Alberta, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Glen Caton to the firm. Glen has extensive…
Optimize Wealth Welcomes Darcy Lank and its newest office in Ottawa, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Darcy Lank to the firm. Darcy has extensive…
Optimize Wealth Welcomes Martin Caldwell and its newest office in Woodstock, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Martin Caldwell to the firm. Martin has extensive…
Optimize Wealth Welcomes Mark Loutet and its newest office in Vancouver, British Columbia, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Mark Loutet to the firm. Mark has extensive…
Optimize Wealth Management Welcomes Peter Kelleher and its newest office in Ottawa, Ontario, Furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Peter Kelleher to the firm. Peter has extensive…
Optimize Wealth Management Welcomes Gus MacDonell and its newest office in Fort Frances, Ontario, Furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Gus MacDonell to the firm. Gus has extensive …
Optimize Wealth Management Welcomes Brian O'Connor and its newest office in Port Dover, Ontario, Furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Brian O’Connor to the firm. Brian has extensive …