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Optimize Wealth Management Welcomes Dawn Kennedy and its newest office in Midmay, Ontario, furthering its Nationwide Expansion

Optimize Team Oct 27, 2022

Optimize Wealth Management Welcomes Mark Spence and its newest office in Waterdown, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management Welcomes Sanjeev Duggal and its newest office in Mississauga, Ontario, furthering its Nationwide Expansion

Optimize Wealth Welcomes Matt Kruss and its newest office in Markham, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Dawn Kennedy to the firm. Dawn has an…

Optimize Wealth Management Welcomes Mark Spence and its newest office in Waterdown, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management Welcomes Sanjeev Duggal and its newest office in Mississauga, Ontario, furthering its Nationwide Expansion

Optimize Wealth Welcomes Matt Kruss and its newest office in Markham, Ontario, furthering its Nationwide Expansion
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Eleanor, 60, and Rowan, 59, are both retired. Can they afford to up their spending and still have enough saved for assisted living?
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Optimize Wealth Management Welcomes Mark Spence and its newest office in Waterdown, Ontario, furthering its Nationwide Expansion

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What we do

Optimize Asset 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, 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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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.