Posted by Optimize on January 4, 2023
Optimize Wealth Welcomes
Travis Pleasant and its newest office in Edmonton, Alberta, furthering its Nationwide Expansion
Toronto, January 4, 2022 – Optimize Wealth Management announced the recent addition of Senior Relationship Manager, Travis Pleasant to the firm.
“We are thrilled to have another highly skilled and entrepreneurial professional on our team here at Optimize. Travis' tenacity and energy are a natural fit with our culture and we’re looking forward to seeing his growth,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.
At Optimize Wealth’s newest office in Edmonton, Travis 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.
Travis Pleasant spoke to how he is “Thrilled for the opportunity to expand clients’ access to ‘pension style’ asset classes and working closely with portfolio managers from one of Canada's leading portfolio management firms.”
About Travis Pleasant
Travis' main focus is to serve people looking to understand and optimize their financial situation; from the young adults that are just starting their careers and have the value of time to build great foundations, to the retirement community that has saved and built large masses of wealth that need strategic financial instruments to transfer their legacy.
Travis has completed the Canadian Investments course all with The Life License course. He is currently striving to complete his CFP designation which will bundle all the knowledge together.
True to his Canadian heritage, Travis loves filling his pass time with hockey and being outdoors. Adventuring the Canadian Rockies is always filled with new experiences.
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.