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United by purpose, driven by excellence

Stronger together

We’re enhancing our ability to deliver exceptional service and deeper offerings to our clients. This integration unites The Lapos Group's personalized, client-first approach with Optimize’s dynamic, adaptive strategies, creating a powerful synergy focused on client success.

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A new era of full-service wealth management is here

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Portfolio Management

We create personalized portfolios based on your unique needs, goals, and financial situation. By considering factors like risk tolerance, time horizon, and tax implications, we design investment strategies that align with your objectives.

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Financial Planning

Financial planning aligns your short- and long-term goals with strategies for saving, investing, and protecting your assets. We help you create a personalized plan to secure your financial future.

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Will & Estate Planning

Estate planning is essential for protecting loved ones and ensuring your wishes are honoured. We create customized plans designed to align with your goals as part of a comprehensive wealth strategy.

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Tax Preparation & Planning

We provide personalized tax planning services to help you manage one of your biggest expenses. Our strategies are tailored to your unique goals, optimizing your taxes to keep you on track for financial success.

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Loan & Mortgage Solutions

We focus on finding the ideal mortgage or financing solution to meet your financial goals. Whether securing a mortgage or leveraging assets, our team makes the process fast, easy, and hassle-free.

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Insurance Solutions

The right insurance provides peace of mind, protecting you from financial setbacks. We provide customized insurance strategies for individuals and businesses, helping you choose the coverage that best suits your needs and goals.

Elevate your financial journey with expert, goal-focused support

Next-level wealth management

Multi-Family Office Services

Comprehensive wealth solutions, including investment management, financial planning, tax preparation, and insurance strategies tailored to your needs.

Streamlined Fee Structure

Transparent pricing with no hidden fees, offering cost-effective solutions without account minimums or transaction costs.

Complete Independence

Unbiased advice with no bank product agendas, ensuring strategies align with your unique goals and objectives.

Institutional-Level Investment Solutions

Access exclusive institutional investment options, including pension-style assets managed by top-tier global firms.

Institutional-Level Investment Solutions

Access exclusive institutional investment options, including pension-style assets managed by top-tier global firms.

Complete Independence

Comprehensive wealth solutions, including investment management, financial planning, tax preparation, and insurance strategies tailored to your needs.

Attractive Investment Returns

Focused on growth, principal protection, and diversification through dynamic asset allocation and large-cap strategies.

Global Financial Strength

Secure and segregated accounts custodied at National Bank, backed by over $300 billion in assets and comprehensive investor protection.

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.