Optimize Wealth Management Welcomes Rob Gillrie and its newest office in Edmonton, Alberta, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Rob Gillrie to the firm. Rob has extensive …
The Globe and Mail: Advisors are back in growth mode and building up their teams
Featuring Matthew McGrath, head of Advisory Channel at Optimize. 'Volatility and uncertainty during the early days of the COVID-19 pandemic brought a forced pause to the year’s..
Optimize Wealth Management Welcomes Jerry Letourneau as Senior Financial Planner furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner, Jerry Letourneau to the firm. Jerry has…
Optimize Wealth Management Welcomes Stuart Proctor and its newest office in Calgary, Alberta, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner Stuart Proctor to the firm. Stuart has an…
Optimize Wealth Management Welcomes Wayne Lambert and its newest office in Oakbank, Manitoba, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner Wayne Lambert to the firm. Wayne has extensive…
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Palhad as Senior Financial Planner
Optimize Wealth Management announced the recent addition of Senior Financial Planner Joe Palhad to the firm. Joe has extensive…
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Mike Poulin as Senior Financial Planner
Optimize Wealth Management announced the recent addition of Senior Financial Planner Mike Poulin to the firm. Mike has 25 years…
Optimize Wealth Management Furthers its Nationwide Expansion with the Acquisition of Belmont Village Financial Group
Optimize Wealth Management is pleased to announce its recent acquisition of Belmont Village Financial Group. With this latest addition…
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Dino Berardocco as Senior Financial Planner
Optimize Wealth Management announced the addition of Senior Financial Planner Dino Berardocco to the firm. Dino has been in the…
Optimize Wealth Management Welcomes Joe Borges and its newest office in Kitchener/ Waterloo, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the addition of Senior Financial Advisor Joe Borges to the firm. Joe has over 30 years experience…
Optimize Wealth Welcomes Patrick Bellmore and its newest office in Toronto, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the addition of Senior Financial Advisor Patrick Bellmore to the firm. Patrick has over 15 years…
Optimize Wealth Management Welcomes Leigh Hogg and its newest office in Kitchener/ Waterloo, Ontario, furthering its Nationwide Expansion
Optimize Wealth Management announced the recent addition of Senior Financial Planner Leigh Hogg to the firm. Leigh has over 35…