The Jason Mizak Group

About Jason

In 1996, after studying at the University of Manitoba and the University of Western Ontario, Jason decided to become a wealth planner. Having competed for Manitoba in both Track & Field and Rugby for several years, Jason’s competitive nature has transcended to being absolutely results-focused in helping his clients achieve their financial goals and dreams. Having a true passion for this industry, Jason continuously stays current in all areas of financial planning and constantly looks to improve a client’s situation. Being a Certified Financial Planner since 1999, Jason has the experience clients are seeking and deserve. Being an absolute student of the industry, Jason is now very excited to work with his clients using Optimize Wealth Managements platform, which integrates investment management, tax planning, including tax preparation, and Estate planning, including will preparation. Jason lives in London, Ontario, with his wife Iva, daughter Rylie, and son Logan, but also services clients outside the province, including the U.S.

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.