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Optimize Wealth Welcomes Steve Talosi and its newest office in Welland, Ontario, furthering its Nationwide Expansion

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

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Optimize Wealth Management Furthers its Nationwide Expansion with the Acquisition of Lifestyle Wealth Inc.

Optimize Wealth Management is pleased to announce its recent acquisition of Lifestyle Wealth Inc. With this latest addition, Optimize…

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Optimize Wealth Management adds Industry Veteran Warren MacKenzie as their Head of Financial Planning

Optimize Wealth Management is pleased to announce that Warren MacKenzie, CPA, CA, CIMA, CIM has joined Optimize Wealth….

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What we do

Optimize Wealth Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

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