Posted by Optimize on November 20, 2021
Optimize Wealth Welcomes
Colin Baird and its newest office in Cambridge, Ontario, furthering its Nationwide Expansion
Toronto, November 20, 2021 – Optimize Wealth Management announced the recent addition of Senior Relationship Manager, Colin Baird to the firm. Colin has extensive experience helping families in the Cambridge region for over twenty years.
“We are pleased to have another highly skilled and experienced planner like Colin 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 Cambridge, Colin 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 Colin Baird. “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 Colin Baird
After first receiving a BA in Economics at the University of Western Ontario, Colin returned to earn his MBA in Finance at UWO’s Richard Ivey School of Business in 1998. Since graduating he has worked at a mix of bank owned and independent brokerages and his search for a platform that provides a full suite of services while allowing for both independence and a client centered approach has brought him to Optimize.Colin was born in Toronto and grew up in the nearby Milton. Comfortable in both big city and small-town environments he brings that easiness to all of his clients, meeting each of them where they are at in life and experience.
Technological advancement has ushered in massive changes in many industries including the brokerage and investment space. While others may be troubled by the disruption, Colin has embraced the opportunity to be a work-from-home dad and husband, allowing him to be more richly involved in the lives of his wife, Amy, his son Reid, and daughter Riley. With this comes a deep appreciation for the importance of family, both his own and those of his clients.
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.