Posted by Optimize on June 18, 2022
Optimize Wealth Welcomes
David Lapos and its newest office in Mount Brydges, Ontario, furthering its Nationwide Expansion
Toronto, June 18, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, David Lapos to the firm. David has extensive experience helping families in the Mount Brydges region for over thirty years.
“We are pleased to have another highly skilled and experienced planner like David 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 Mount Brydges, David 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 David Lapos. “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 David Lapos
David, a Certified Financial Planner, has been providing independent financial planning guidance to individuals, families and business owners since 1991. Dave strives to make a positive impact on those around him and is an integral coach, quarterback and mentor to his clients. He makes it his priority to understand his client’s individual risk, objectives and goals and to customize a financial plan to suit their needs so that they can feel secure in their financial future.
Prior to launching his practice, Dave was manager of Canada’s oldest agricultural marketing board and sat on several International, Federal and Provincial boards related to the agribusiness sector. Dave was also chosen to participate on the Ontario Advanced Agricultural Leadership Program from 1987 – 1989. This incredible experience encompassed 60 study days on social and economic issues in 10 Ontario cities and two three week study tours. The first was in Washington D.C and the U.S. / Canadian eastern seaboard. The second took the 30 participants through 8,000 km of Brazil meeting with their political and corporate leaders.
Dave spends personal time with his wife Rita and the families of his adult children Brian and Jen. Golfing is a passion teaching the need to balance “risk and reward” and continual adjustment and improvement. Imparting knowledge and experience to his grandchildren is the most satisfying reward of life.
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.