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 | http://optimize.ca |
| Revenue | $8.6 million |
| Employees | 212 (26 on RocketReach) |
| Founded | 2009 |
| Address | 205 Yonge St, Toronto, Ontario M5B 0C4, CA |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Advisor, Financial Services, Financial Planning, Wealth Advisor, Investment Management, Investment Advisor, Investment Strategies, Portfolio Management, Financial Consultant, Personalized Financial Plans, Retirement Planning, Personal Finance, Retirement Solutions, Estate Planning, Tax Planning, Wealth Preservation, Insurance Planning, Long Term Investing, Risk Management |
| Competitors | Fidelity Investments, RBC Wealth Management, Schwab Advisor Services, Vanguard, BMO, Edward Jones, Raymond James, Wealthsimple, Questrade Financial Group, Mackenzie Investments +39 more (view full list) |
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The Optimize Wealth Management annual revenue was $8.6 million in 2026.
26 people are employed at Optimize Wealth Management.
Optimize Wealth Management is based in Toronto, Ontario.