The Wendy Brookhouse Group
Wendy Brookhouse CHS, CFP®
Wealth Planner
Halifax, Nova Scotia
About Wendy
Wendy Brookhouse, CFP, CHS, MBA services clients across the country from Halifax, Nova Scotia. Wendy has been in the business for over 15 years and has steadily grown her practice. She serves business owners and incorporated professionals. Her bespoke plans ensure that clients have true advice across all their asset classes and that behavioural finance is baked into the process. Her motto is to Do What is Right, Not What is Easy.
Active in the industry, Wendy currently serves as a Media Ambassador for FP Canada and as a member of the Faculty of the Women’s Leadership Intensive. She loves being ahead of the curve when it comes to the usage of technology in her practice and speaks regularly on this subject. She is author of Burn Your Budget – How to spend your way to Financial Freedom and has produced over 20 episodes of her Podcast, The Real Bottom Line.
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 Wendy Brookhouse 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.
Wendy provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring her clients always benefit from the highest level of service. Adam Newsome and Cesar Cossio are the Portfolio Manager and Associate Portfolio Manager who advises and manages client investment accounts, while Wendy helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Wendy Brookhouse 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.
Contact
wendy.brookhouse@optimize.ca
902-446-4661
902-830-0533
Office Location
The Wendy Brookhouse Group
Adam Newsome
Portfolio Manager
Cesar Cossio
Portfolio Manager
Contact us
Who we are
We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.
How we help Advisors
As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Advisors build a better business while providing your clients with expert financial advice.
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