Posted by Optimize on June 8, 2020
Optimize Wealth Management Furthers its Nationwide Expansion with the Acquisition of Lifestyle Wealth Inc.
TORONTO, June 8, 2020 – Optimize Wealth Management is pleased to announce its recent acquisition of Lifestyle Wealth Inc. With this latest addition, Optimize expands its presence into the heart of southern Ontario and provides a greater reach for clients searching for a more holistic approach and a no load advisory relationship. The acquisition will add three new offices in the Welland, Port Colborne, and Kitchener/Waterloo areas.
Lifestyle Wealth was founded by a team of highly seasoned and extremely well-regarded financial advisors. They set out with the mission to use their years of financial industry background to enhance the lifestyle of their clients through dedication, honesty and utmost professionalism while also helping all stakeholders to think strategically regarding their business and personal goals. Lifestyle Wealth has an impeccable reputation within the industry, their community and among their clients.
“Lifestyle Wealth’s mission to deliver clarity, direction and an improved lifestyle to their clients perfectly complements Optimize’s approach to its full-service wealth management services” said Matthew McGrath, Head of Advisory Channels and Corporate Development. “We believe this acquisition is an excellent fit for both parties. Pairing Optimize’s robust portfolio management and multi-family office platforms along with the dedicated and premiere financial planning services of Lifestyle Wealth will provide clients with a significant amount of value”.
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.