Press Releases

September 21, 2021

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner, John Petrosino to the firm. John has extensive …

September 20, 2021

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Peter Kelleher to the firm. Peter has extensive …

September 17, 2021

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Gus MacDonell to the firm. Gus has extensive …

September 14, 2021

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Brian O’Connor to the firm. Brian has extensive …

September 7, 2021

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Ken Vyse to the firm. Ken has extensive …

April 9, 2021

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

After years of working to provide a comfortable lifestyle for his wife and two children, Louis is feeling the strain of his high-pressure, $275,000-a-year …

April 9, 2021

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Investors are told throughout the course of their lives to spend less and save more if they want a comfortable retirement. For some, those frugal habits can be

March 12, 2021

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Rob Gillrie to the firm. Rob has extensive …

February 19, 2021

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Bernadette’s life has changed in a heartbeat, leaving her uncertain about where she stands financially. “As my husband passed away suddenly last year at age 59, …

January 1, 2021

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Lucy and Lance have substantial savings, a mortgage-free house in the Toronto area and no children. With most of their net worth tied up in their $2-million…

December 16, 2020

Volatility and uncertainty during the early days of the COVID-19 pandemic brought a forced pause to the year’s plans for most Canadians and businesses – financial advisors included…

December 9, 2020

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Jerry Letourneau to the firm. Jerry has…

November 13, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

At age 69, Edna is on her own again and looking forward to retiring at year-end 2021. She has grown children and earns $47,000 a year before tax…

November 6, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

A series of life changes has Ella preparing well in advance for the day she turns 65 and her disability benefits cease. She is approaching age 56 and divorced with

September 18, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

With substantial savings and investments for their age, Joan and James’s aspirations are catching FIRE – the acronym for the “financial independence, retire…

September 16, 2020

Author: Optimize Wealth

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

September 10, 2020

Author: Optimize Wealth

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

September 2, 2020

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner Joe Palhad to the firm. Joe has extensive…

August 21, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

With investment assets of more than $1.2-million but no pension plan, Danny wonders whether he has saved enough yet to retire in a few years. He is 63, single…

August 7, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner Mike Poulin to the firm. Mike has 25 years…

July 31, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

After years of working, saving and investing, Mike and Miriam are approaching their “de-accumulation” years. He is 63, she is 61. Mike plans to continue working…

July 27, 2020

Author: Optimize Wealth

Optimize Wealth Management is pleased to announce its recent acquisition of Belmont Village Financial Group. With this latest addition…

July 21, 2020

Author: Optimize Wealth

Optimize Wealth Management announced the addition of Senior Financial Planner Dino Berardocco to the firm. Dino has been in the…

July 17, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Bonnie and Ben have retired from the work force – Ben from the government and Bonnie from financial services – and are planning to spend more time travelling….

July 14, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Last fall, Warren MacKenzie held a lecture series called The Joy of Money at the Life Institute at Ryerson University in Toronto, a life-long learning program for adults…

July 14, 2020

Author: Optimize Wealth

Optimize Wealth Management announced the addition of Senior Financial Advisor Joe Borges to the firm. Joe has over 30 years experience…

July 6, 2020

Author: Optimize Wealth

Optimize Wealth Management announced the addition of Senior Financial Advisor Patrick Bellmore to the firm. Patrick has over 15 years…

June 26, 2020

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner Leigh Hogg to the firm. Leigh has over 35…

June 18, 2020

Author: Optimize Wealth

Optimize Wealth Management announced the recent addition of Senior Financial Planner Steve Talosi to the firm. Steve has…

June 8, 2020

Author: Optimize Wealth

Optimize Wealth Management is pleased to announce its recent acquisition of Lifestyle Wealth Inc. With this latest addition, Optimize…

May 9, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

For years, Ashley and Matt travelled the world – frugally, mind you – he as a freelance travel writer, she as a photojournalist. He is 29, she is 30. Between…

February 28, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Burt and Brenda are clear about what they want to do when they retire from work in mid-2021. He is 58 and she is 61. They plan to sell their house in the…

January 24, 2020

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

With four children and busy working lives, Aden and Alison are wondering how to set their financial priorities. Should they pay down the mortgage first or save for…

September 27, 2019

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

A decade or so ago, Calvin and Carol inherited a farm property that has risen substantially in value over the years. Even before the windfall, they were in solid…

June 14, 2019

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

It’s easy to take action to avoid a mechanical problem when a warning light on the dashboard tells us the engine needs oil. But there’s no warning light to alert us to…

April 12, 2019

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Avery is 62, Ellen 60. He has a work contract with his employer that will end in October. “We have three children in their mid-30s and two grandchildren,” Avery writes in an email. They like to help them out when they can…..

December 14, 2018

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

After long and successful sales careers, Mark and Marlene decided in 2017 to retire from the working world early. He is 56, she is 58….

April 27, 2018

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

This Financial Facelift is for Joan, a 92-year-old widow with one child, Jeffrey, who has power of attorney over his mother’s affairs. Joan has some savings, but her…

March 2, 2018

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

Lena is 82, “single by choice” and concerned about estate planning after a recent health problem. She also wants some help with her investment portfolio, but she…

January 12, 2018

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

After several years of managing her own investments successfully, Judith is wondering if it is time to turn over her portfolio to a professional. She is single, 68…

November 17, 2017

Author: Warren MacKenzie, Head of Financial Planning at Optimize Wealth

When Margarite’s husband died, he left his family well provided for. In addition to their home, he bought three investment properties, one for each of his children….

October 16, 2017

Author: Optimize Wealth

Optimize Wealth Management is pleased to announce that Warren MacKenzie, CPA, CA, CIMA, CIM has joined Optimize Wealth….