Take care of your clients while we take care of the rest…

Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan.

Scrap the paperwork

Leverage our platform to streamline your onboarding, client servicing, operations, and compliance.

Grow your business

Focus on your existing relationships while building new ones. Isn’t that why you got into the business after all?

Charge less. Earn more

Use our Portfolio Mandates to reduce your clients’ fees while increasing your own revenue stream.

A Robust Platform to Grow your Business

  • Leverage big data to identify lucrative opportunities within your client base
  • Onboard and service new clients quicker and more efficiently
  • Instantly initiate transfers, effortlessly set up and adjust ongoing payments

A Superior Client Experience

  • Portfolio Performance Reports your clients will actually understand
  • Intuitive Online Interface for you and your clients
  • Online tracking of Client Service Requests
  • User Friendly Portfolio Monitoring and Client Statements

Our Team is Always Focused on you and your Clients

  • A dedicated Client Service Manager guides you through every step of the onboarding process
  • Our Marketing Team produces engaging content to keep you ‘top of mind’ with your clients
  • Our investment team provides ongoing market perspectives and constantly monitors and rebalances your client accounts
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A Platform for EVERY Wealth Professional

  • Financial planners and Insurance Advisors
  • Focus on your client relationships and let us handle the investment side of things
  • Registered IIROC Advisors, MFDA Reps, and OSC Portfolio Managers
  • Automate and leverage our in-house and robust compliance and operations

Learn More About Our Transition Team

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Whether you are looking to simply evaluate your current platform to ensure you are getting the most for you and your clients or if you need a solid succession plan for you and your family, we would be keen to discuss how we could work with you. At Optimize, we are always ready to take that step with you and design a solution specific to your particular goals and objectives.

LOOKING TO GROW YOUR PRACTICE OR MAP YOUR EXIT? REACH OUT TODAY AND SPEAK TO OUR HEAD OF CORPORATE DEVELOPMENT – MATTHEW MCGRATH – AND START MAPPING OUT THE NEXT CHAPTER IN YOUR CAREER!

Contact Matthew at matthew.j.mcgrath@optimize.ca or fill out the form below.