Posted by Optimize on April 30, 2022
Optimize Wealth Welcomes
Brian Clark and its newest office in Kelowna, British Columbia, furthering its Nationwide Expansion
Toronto, April 30, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Brian Clark to the firm. Brian has extensive experience helping families in the Kelowna region for over thirty years.
“Brian brings a lot of experience and deep connections in the 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 Kelowna, Brian 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.
Brian Clark spoke to how he is “Thrilled for the opportunity to expand his clients’ access to ‘pension style’ asset classes and working closely with portfolio managers from one of Canada's leading portfolio management firms.”
About Brian Clark
Clients are always surprised at the simplicity of Brian’s financial plans. In his experience the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan he helps his clients clarify the path to their goals.
Brian feels lucky to do this work and to help people from all walks of life who are doing good in the world.
He helps young professionals balance their long-term goals with their day-to-day choices. Brian helps mature couples confirm that their diligence has paid off and they're ready for that next stage of life. He helps others to explore the ramifications of major decisions like a career change, a return to school, or a major purchase.
In his previous career as a golf professional, he learned to listen to his students and tailor a plan to meet their individual goals as a golfer. In many ways this still describes Brian’s work, but instead of scrutinizing golf swings, he is analyzing cash flows and economic climate since 2002.
It's tremendously fulfilling for Brian to help his clients make good decisions for their goals and circumstances. “I know I'm successful when money becomes a positive influence in their lives and in the world”, said Brian.
If you could use a financial guide, contact him today for an initial no-cost, no-obligation "get acquainted" meeting.
About 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.