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The CH Team

Set Your Goals.

Make Them Happen.


We are part of the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. At Optimize, we provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, debt management, and will preparation. We provide our clients with an entirely holistic approach to ensure everyone succeeds and prospers together. 

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. The CH Team, along with Licensed Optimize Representatives, will focus on looking at the complete picture as it relates to your particular situation. We begin this process by listening intently to your specific goals and objectives. We then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs. Once we have completed our analysis, we then design you a coordinated strategy to achieve all of your particular goals and objectives. The range of services offered through the CH Team and Licensed Optimize Representatives are outlined in detail below, to provide you with a better sense of just how much value we could bring to you and your family. 
  • Financial Planning
  • Investments*
  • Will & Estate Planning
  • Loans & Mortgages
  • Insurance Solutions**
  • Tax Planning

We help coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals. 

* Investment Advice is only offered through a licensed Optimize Representative

**Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba