Posted by Optimize on January 4, 2022
Optimize Wealth Welcomes
Dave Rushby and its newest office in Edmonton, Alberta, furthering its Nationwide Expansion
Toronto, January 4th, 2023 – Optimize Wealth Management announced the recent addition of Senior Relationship Manager, Dave Rushby to the firm. Dave has extensive experience helping families in the Edmonton region for over forty years.
“Dave brings a lot of experience and deep connections in the Edmonton area to our team at Optimize. We are confident that he will have a major impact and are excited to see what we will achieve together,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.
At Optimize Wealth’s newest office in Edmonton, Dave 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 excited to be Joining Optimize, “ said Dave Rushby. “This move allows me to continue putting my clients first with top-tier portfolio management and a full suite of financial services traditionally reserved for ultra-high net worth clients.”
About Dave Rushby
Throughout his Thirty-two years in the finance and insurance industry, Dave has been fortunate to have some wonderful mentors and business partners. These partnerships have been instrumental in allowing him to grow and learn over the years and foster some great relationships with his clients. He believes the best thing about his business is that his client’s success is his success.
Dave’s time spent in the financial industry has taught him much about human relationships and deepened his understanding of “how money works”. He has also met some great and interesting people and values those relationships immensely.
Dave has always believed that doing his best job helps better his client’s financial futures. This belief has made him work through challenging times as by solidifying a client’s financial position, he can affect their lives in profoundly positive ways. Ultimately, his hope has always been to take some of that financial stress out of their lives and give them peace of mind to enjoy their life journeys to the fullest.
“I am all in for my client’s success!” - Dave Rushby
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.