The Christian Laurence Group

About Christian

Christian Laurence is a Certified Financial Planner with over 15 years of experience in the banking industry with a focus on wealth protection and financial retirement planning. He specializes in helping his clients achieve financial goals by creating customizable strategies and capitalizing on his area of expertise is in cashflow management, retirement planning, transitioning into retirement, tax planning/strategies and estate planning.  

He received his bachelor’s degree at the University of New Brunswick majoring in Business Administration. He also holds his Certified Financial Planning accreditation from FP Canada

He has a unique approach to helping his clients achieve their financial and personal goals by first building strong relations through meaningful discussions. This provides him the tools to create these customizable strategies for clients. It is imperative to him that all his clients have peace of mind knowing that their interest is a priority and are always at the fore front of each and every conversation. 

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.