Posted by Optimize on February 1, 2022
Optimize Wealth Welcomes
Alan Kruss and its newest office in Markham, Ontario, furthering its Nationwide Expansion
Toronto, February 1, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Alan Kruss to the firm. Alan has extensive experience helping families in the Markham region for over twenty years.
“We are pleased to have another highly skilled and experienced planner like Alan join the Optimize team. We are confident that he will help us continue to provide a premier level of service to our clients,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.
At Optimize Wealth’s newest office in Markham, Alan will provide clients with a comprehensive approach to financial planning, benefiting from the support of an experienced team of licensed portfolio managers to help achieve clients’ long-term financial goals.
“I’m thrilled to be joining Optimize,” said Alan Kruss. “The move ensures that my clients will benefit from robust portfolio management and a multi-family office platform from one of Canada’s leading portfolio management firms”.
About Alan Kruss
I began my career in the corporate world and have 15 years of CFO-level experience with International public companies. Using this experience, I moved into the Financial Services Industry and over the past 20 plus years have been helping individuals and families manage their financial affairs including customized tax, insurance, and estate planning.
I have found that my expertise and skill-set are strongly suited to adding value to small business owners including incorporated professionals. My client-centric approach ensures that I understand the different needs of each client and provide solutions to help them maximize their net worth and achieve their financial and lifestyle goals.
My CA background, as well as the completion of the I.F.I.C., C.S.C and LLQP, ensures that I am well prepared to assist clients with many of their financial needs. I pride myself on client service and take on a “personal CFO” role for all of my clients.
I live in Thornhill with my wife, Nadine and have three sons. I am an active sportsman and continue to play tennis and golf and am an avid cyclist.
About the Optimize Wealth Platform
Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Platform whereby Financial Professionals can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables financial professionals to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.
The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical professionals are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. 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. The major difference at Optimize Wealth is that we measure our teams’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues they generate from their clients.
Looking to Grow Your Practice or Map Your Exit?
Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.
Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium compensation structure can schedule a Confidential Introductory Meeting through the link below.