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Our Team

Elevating success together. Get to know the team that shares your vision.

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Tom Kimpel

Wealth Planner

 tom.kimpel@optimize.ca

 (519) 622-2745

 

About Tom

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Shelley Schmiidt

Wealth Planner

 shelley.schmidt@optimize.ca

 (519) 622-2745

 

 

About Shelley

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Agnes Gdula

Assistant

 

 

Optimize Representatives

Adam

Adam Newsome

Portfolio Manager

 adam.newsome@optimize.ca

Philip Swan 1

Philip Swan

Portfolio Manager

  philip.swan@optimize.ca

Please know that Thomas Kimpel and Shelley Schmidt are not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registrable 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.

Our Services

Portfolio Management

Financial Planning

Tax Preparation & Planning

Will & Estate Planning

Insurance

Loans & Mortgages

Contact Us

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What we do

Optimize Wealth Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

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, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

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 Financial Professionals build a better business while providing your clients with expert financial advice.

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