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…
Can Jill, 60, afford to retire to Nova Scotia while keeping her suburban Toronto home?
Featuring Warren Mackenzie. Can Jill, 60, afford to retire to Nova Scotia while keeping her suburban Toronto home?
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…
Keith and Beverly retired early to travel in an RV, but what should they do with their condo?
Featuring Warren Mackenzie. The loss of a loved one recently lent a sense of urgency to Keith and Beverly’s future plans; suddenly, life looked precious and brief.
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…
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...