Posted by Optimize on January 2, 2023
Optimize Wealth Welcomes
Greg Burke and its newest office in Bedford, Nova Scotia, furthering its Nationwide Expansion
Toronto, January 2, 2023 – Optimize Wealth Management announced the recent addition of Senior Relationship Manager, Greg Burke to the firm. Greg has extensive experience helping families in the Bedford region for over twenty years.
“It’s great to have another well-established financial professional like Greg Burke on the Optimize team. We are an incredibly strong fit so we’re looking forward to continuing to provide our premier level of service to clients in Bedford,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.
At Optimize Wealth’s newest office in Bedford, Greg 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 couldn’t be happier to join Optimize!” said Greg Burke. “The technology and robust portfolio management free me to spend more time with my clients. As well, I can bring a lot of value to their table from the multi-family office platform.”
About Greg Burke
Since 1999, Greg has been helping individuals, families and businesses reach financial freedom all across Canada, though he is proud to be Nova Scotia born and raised. With humble beginnings in Glace Bay, Greg has worked hard to learn the "in's and out's" of the financial industry helping others to be as successful as himself. He has made it his mission to help his clients reach a peaceful financial state of mind.
When he isn't with his clients, Greg enjoys spending us much time as he can outside in nature and with his family.
About the Optimize Wealth Advisor 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 advisors and financial planners alike 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 advisors 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.