Wishing you a joyful Easter weekend! As we head into the holiday, it’s a perfect time to slow down and enjoy the simple moments with the people who matter most. To celebrate the season, we’ve put together a short Easter video to share with you. Happy Easter from all of us at Optimize! #easter #eastertrivia #optimizewealth #financialplanning
About us
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. At Optimize Wealth Management (Optimize Inc.), 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, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect. Our entirely holistic approach and no load advisory relationship, ensures everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.
- Website
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http://optimize.ca
External link for Optimize Wealth Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Investment Management, Financial Planning, Wealth Advisory Services, Will Estate and Planning, Investments, Executive & Business Services, Tax Planning, Insurance, Education Savings, Portfolio Management, Tax Preparation, Debt Management, Financial Advice, Loans, and Mortgages
Locations
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Primary
Get directions
205 Yonge St
Toronto, Ontario M5B 0C4, CA
Employees at Optimize Wealth Management
Updates
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Celebrating a Milestone Moment! For 17 years, Juline Bergeron has helped clients achieve their dreams—whether it's creating memories with family or building a secure future. Making a big career change was a challenge, but joining Optimize proved she could offer even more to the people she serves. Here’s to even greater achievements ahead! Get Your Confidential Dealer Assessment Report in less than 15 Minutes! https://lnkd.in/epM_YFwc #MilestoneMoment
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We’re honoured to be named an Excellence Awardee for “Most Innovative Use of WealthTech” at the Wealth Professional Awards! This recognition reflects our ongoing commitment to leveraging technology that enhances financial planning, improves client experiences, and supports our advisors in delivering strategic guidance. Thank you to our clients for your trust and to our incredible team for driving innovation in wealth management. #WealthTechAwards2025 #OptimizeWealthManagement #Optimize #WealthTech #FinancialPlanning #Innovation
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Building a strong financial foundation starts with the right habits. From setting clear goals to managing your credit and taxes, every step counts. Prioritize smart strategies today to stay grounded and plan confidently for the future. Book your complimentary financial planning consultation here: https://lnkd.in/ewS_qnry #FinancialFoundation #SmartMoneyMoves #WealthPlanning #MoneyGoals
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This week’s Optimize Mid-Week Market Pulse highlights market volatility as a potential entry point, earnings resilience across the S&P 500, and renewed optimism about the market outlook heading into next year. #MarketUpdates #USFederalReserve #Finance #Investing #economictrends
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Glen Caton values Optimize for its technology that streamlines processes and saves time. With digital signing and automated data entry, he can focus more on clients and less on paperwork. Get Your Confidential Dealer Assessment Report in less than 15 Minutes! https://lnkd.in/epM_YFwc #OptimizeCommunity #InsideOptimizeWealth #BusinessGrowth #SuccessStories
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Ron Rau values Optimize for its Multi-Family Office Services, which allow him to take a holistic view of each client’s financial situation. This leads to more tailored advice and a greater impact on their long-term goals. Get Your Confidential Dealer Assessment Report in less than 15 Minutes! https://lnkd.in/epM_YFwc #OptimizeCommunity #InsideOptimizeWealth #BusinessGrowth #SuccessStories
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Sally Szeider-MacIntyre describes the transition to Optimize as smooth and well-organized. With consistent support, detailed guidance, and thorough training, the process felt effortless and set her up for success. Get Your Confidential Dealer Assessment Report in less than 15 Minutes! https://lnkd.in/epM_YFwc #OptimizeCommunity #InsideOptimizeWealth #BusinessGrowth #SuccessStories
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Juline Bergeron values Optimize for its investment program that gives her clients access to a wide range of products, expert resources, and dedicated specialists—delivering more value at every stage of their financial journey. Get Your Confidential Dealer Assessment Report in less than 15 Minutes! https://lnkd.in/epM_YFwc #OptimizeCommunity #InsideOptimizeWealth #BusinessGrowth #SuccessStories
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Sally Szeider-MacIntyre appreciates how Optimize uses technology to make her work more efficient. From digital tools to seamless processes, it allows her to stay focused on delivering a better experience for her clients. Get Your Confidential Dealer Assessment Report in less than 15 Minutes! https://lnkd.in/epM_YFwc #OptimizeCommunity #InsideOptimizeWealth #BusinessGrowth #SuccessStories