Optimize Wealth Management

Invest in What Really Matters

Set Your Goals. Make Them Happen.

Welcome to Optimize

We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. 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 and advisory relationship to ensure everyone succeeds and prospers together.

Why choose Optimize Wealth Management? 

No Load Firm
Avoid any unnecessary costs

• No annual administration fees on registered accounts
• No up-front load fund structure

Complete Independence
Expand your options

• Strategies are based on your specific goals and objectives
• Broad array of in-house managed portfolio solutions
• Institutional Level of Portfolio Management and Asset Classes

Multi-Family Office Services
Get the full suite of services

• Investment Management
• Financial Planning
• Will & Tax Preparation
• Mortgage and Insurance Solutions

Attractive Investment Returns
Get better exposure and diversification

• Large-cap focus
• Emphasis on growth and principal protection
• Dynamic asset allocation

Pension Style Asset Classes
Go beyond retail products

• Exposure to low correlated asset classes
• Institutional Pension Managers such as Goldman Sachs, Morgan Stanley, and KKR

Global Financial Strength
Receive bank-level security

• All accounts are custodied at National Bank (NBIN)
• More than $300 Billion in assets and 1,000,000 investors
• All client positions are segregated and are not cross-collateralized
• CIPF and CDIC insured

Get My Complimentary Financial Plan