Posted by Optimize on August 25, 2022
Optimize Wealth Welcomes
Drew Walker and its newest office in Dover Centre, Ontario, furthering its Nationwide Expansion
Drew Walker
Toronto, August 25, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Analyst & Insurance Advisor, Drew Walker to the firm. Drew has extensive experience helping families in the Dover Centre region for over fifteen years.
“We are pleased to have another highly skilled and experienced professional like Drew 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 Dover Centre, Drew 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 Drew Walker. “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 Drew Walker
Drew Walker grew up in Sarnia, Ontario, always knowing he wanted to help others in whatever and wherever his life path led him. At the young age of 22, right out of university, Drew began his career in the financial service sector. For over 15 years, he has managed and grown his own wealth management business and brokered dozens of financial service book acquisitions. During his previous time as a partner at Edward Jones Investments, Drew won the "Client Service Excellence Award" voted on by his advisor peers and clients.
When he is not fulfilling his role as a Senior Financial Analyst, you can find him helping with community events, spending time on the water or golf course, camping, watching live sporting events, or listening to music. Drew is a big family man, married to Jen, with 3 beautiful boys: Jack, who is 6 years old and a natural born athlete, Oliver, who is 4 years old and a creative genius, and Lachlan, a 2-year-old sippy-cup superstar. Drew really enjoys spending time face to face with clients, friends and family the most. He is very passionate about helping his clients create generational wealth, meet their financial and lifestyle goals, and most importantly fulfill a happy purposeful life.
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.