Posted by Optimize on March 17, 2022
Optimize Wealth Welcomes
Jason Mizak and its newest office in London, Ontario, furthering its Nationwide Expansion
Toronto, March 17, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Jason Mizak to the firm. Jason has extensive experience helping families in the London region for over twenty years.
“We are pleased to have another highly skilled and experienced planner like Jason 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 London, Jason 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 Jason Mizak. “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 Jason Mizak
In 1996, after studying at the University of Manitoba and the University of Western Ontario, Jason decided to become a financial planner. Having competed for Manitoba in both Track & Field and Rugby for several years, Jason’s competitive nature has transcended to being absolutely results-focused in helping his clients achieve their financial goals and dreams. Having a true passion for this industry, Jason continuously stays current in all areas of financial planning and constantly looks to improve a client’s situation. Being a Certified Financial Planner since 1999, Jason has the experience clients are seeking and deserve. Being an absolute student of the industry, Jason is now very excited to work with his clients using Optimize Wealth Managements platform, which integrates investment management, tax planning, including tax preparation, and Estate planning, including will preparation. Jason lives in London, Ontario, with his wife Iva, daughter Rylie, and son Logan, but also services clients outside the province, including the U.S.
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.