The Matt Kruss Group

About Matt

After graduating from Western University with a Finance Degree I joined the Financial Services industry in 2018 helping clients at CI investments as a Financial Services Rep summer intern. Prior to that I honed my communication and leadership skills in an entrepreneurial sales role, which I use to support our client-centric philosophy.

I believe every client has a unique situation and I provide personalized solutions and advice to help ensure they achieve their financial goals. I consider client service to be extremely important and make it essential to build strong relationships with all my clients.

I have completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) designation, and the LLQP course (Life Insurance). I continue to build my knowledge of the industry by pursuing additional courses to help advance my development. I am a sports fanatic and continue to play Hockey, Golf, Soccer and Tennis.

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.