The Stuart Driedger Group
Stuart Driedger
Wealth Planner
Morden, Manitoba
About Stuart
Stuart is one of Canada’s most focused and skillful financial professionals who aims to provide clients with the best service possible. His career transitioned from the big banking institutions to becoming a leader in the independent financial services field for over 7 years. He understands that Optimize Wealth Management Financial Professionals have an important fiduciary responsibility to put the client’s needs before their own. Stuart also recognizes that having the right tools and platforms to efficiently assess and track each client’s accounts, can give their clients the edge when it comes to successfully meeting financial goals and targets.
Optimize's Approach to Wealth Management
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.
The cornerstone of the Stuart Driedger Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Stuart provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Nick Cup is the Portfolio Manager who advises and manages client investment accounts, while Stuart helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning and estate planning. Additionally, as a registered insurance advisor, Stuart provides his clients with tailored insurance solutions.
Please know that Stuart Driedger is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.