Posted by Optimize on September 21, 2021

Optimize Wealth Welcomes
John Petrosino and its newest office in Conestogo, Ontario, furthering its Nationwide Expansion

Toronto, September 6, 2021 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, John Petrosino to the firm. John has extensive experience helping families in the Conestogo region for over thirty years.

“We are pleased to have another highly skilled and experienced planner like John 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 Conestogo, John 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 John Petrosino. “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 John Petrosino

After graduating from Wilfrid Laurier University in 1982, John Petrosino was a branch manager for a major Canadian bank. Based on his work there, he became interested in helping people achieve their financial goals. In 1984, he left banking to pursue a lifelong career in the wealth management industry.

Now with more than 37 years’ experience in the wealth management industry, John’s extensive knowledge and experience allows him to confidently provide proven retirement, investment, estate and tax planning solutions for a wide variety of financial situations.

As an expert, he is able to take complex financial issues and make them easily understood. His conservative approach and dedication to his clients makes him a leader in his field, and he has been privileged to help many of his clients achieve their financial planning goals.

John takes his role seriously and, in order to provide more insight and awareness to his clients, he stays up to date by regularly attending conferences as well as frequent meetings with investment managers and other experts from around the globe.

Since one cannot be all things to all people, and to ensure every detail has been covered, John has developed an extensive network of financial specialists including lawyers and accountants. From insurance to tax and estate planning, he ensures every ‘t’ is crossed and ‘i’ is dotted and that means great peace of mind for you – no matter what the future brings.

He resides in Conestogo with his wife Suzy and their three children. An active volunteer with minor sports, the Optimist Club and his church, John helps organize charity events as well as special activities for under-privileged children in his community.

So, if you’re looking for a straightforward individual with a solid track record and a reliable professional network, look no further. You’ll enjoy great peace of mind knowing your finances are in good hands. To get started on your solid financial plan, please give John a call today.

 

About the Optimize Wealth Advisor Platform

Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Advisor Platform whereby Advisors 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 Advisor 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.

Join Optimize Wealth: A firm built by Advisors, for Advisors

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 Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ 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 advisor compensation structure should reach out to Matthew McGrath for a confidential discussion at (416)-907-6733 or email matthew.j.mcgrath@optimize.ca.