Posted by Optimize on November 1, 2022
Optimize Wealth Welcomes
David Spence and its newest office in Waterdown, Ontario, furthering its Nationwide Expansion
Toronto, November 1, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, David Spence to the firm. David has extensive experience helping families in Ontario for over thirty-five years.
“David Spence brings a lot of experience and deep connections in the Waterdown 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 Waterdown, Optimize 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 David Spence. “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 David Spence
For over 35 years, David has been helping families set and reach their financial goals. As his book of business matured and grew over time, he incorporated as PlansToProsper Inc. in 2016.
In providing comprehensive Financial Planning, David and his team assess each client’s individual life circumstances in relation to Cash-Flow, Taxation, Debt, and Risk Management to form the foundation for recommended solutions and setting plans in motion. The goal is always for clients to build stability, confidence, and peace of mind in their present and future lives.
David is excited to be partnering with Optimize Wealth Management at this stage of his career. He recognizes their unique offering of Family Office services and client-focused Portfolio Management strategies that will help his clients reach their individual goals and objectives.
His obtained designations include CFP (Certified Financial Planner), EPC (Elder Planning Certificate), and RRC (Registered Retirement Consultant). He is licensed to sell Life, Accident, and Sickness Insurance in Ontario and is a member of FP Canada, CIFPs, IFB Canada, and Kingdom Advisors Canada.
David resides in Waterdown with his wife, two sons and their spouses, and four grandchildren.
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.