The Bob Lloyd Group

About Bob

Bob has been in the financial service business since 1984.  Over the years, Bob has acquired the CLU, ChFC and CFP designations.

For the last 30 years, Bob has worked primarily with Ontario farmers specializing in wealth and risk management.  Bob enjoys working with farmers and their families through the many succession planning and wealth transfer issues facing them.  Bob believes “My team’s passion is helping farmers reduce taxes and grow their net worth for the benefit of their families.”

Bob lives in Mount Brydges, Ontario with his wife of over 40 years, Nancy, with two adult children and five grandchildren.  Bob still enjoys playing hockey and relaxing at his cottage.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.