Bring your Clients the Next Generation in Wealth Management
Leverage our Multi-Family Platform and Portfolio Managers to identify the right Financial Solutions for your clients through bringing them the Full Suite of Wealth Management Services including Investments, Insurance, Mortgages, Wills, Taxes, and Comprehensive Financial Planning.
Move beyond retail products and bring your clients an institutional level of money management. While we view every client portfolio differently and uniquely and hence offer a very broad range of in-house and third party investment models which span the full risk and return spectrum, our Portfolio Management Process ensures three key components are always present to create wealth over time for your clients:
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Solid Large-Cap Public Companies
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Dynamic Asset Allocation
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Pension-Style Asset Classes
Access Canada’s largest Platform for Client-Named GIC deposits and benefit from market leading interest rates and commission payouts.
- Daily Online Rate Sheets
- Complete GIC Issuer Profiles
- Application Forms available with Pre-Fillable Forms
- GIC Issuers are screened to ensure membership with a Deposit Insurance Corporation
- Post-dated Maturity cheques sent directly to your office
Use our Robust Online Financial Planning Tools and Software to build your clients a Comprehensive Financial Plan which will:
- Establish their Goals in Life
- Develop their Plan
- Evaluate how close they are to Achieving their Goals
- Examine their Current Assets
- Implement their Plan
- Monitor their Plan and make adjustments when needed
Benefit from our streamlined process to deliver your clients with a comprehensive will and estate plan, at our own expense, which will ensure:
- Your Clients will be properly segmenting assets and providing for their loved ones.
- Their estate is distributed in the most tax efficient manner possible.
- Probate fees and taxes will be minimized during their lifetime and for their beneficiaries.
Leverage our wide range of innovative tax preparation services which are designed to meet your clients’ specific tax situations and are always provided at our own expense. From busy employees and executives to seasoned entrepreneurs, everyone can benefit from our team of experienced tax specialists. When it comes to assessing your clients’ personal tax situations, we will help you optimize their tax returns with any tax credits and deductions available. Afterall, your clients work hard for their money and they deserve to keep as much of it as possible.
Finding the right mortgage for your clients could not get any easier with our online mortgage screening portal combined with our in-house mortgage specialists. At Optimize, we are fixated on finding your client the right mortgage or financing solution for their specific financial goals. Arranging a mortgage for a property or leveraging assets can be a hard and drawn out process, but it doesn’t have to be. Use our online mortgage portal alongside one of our team members to help make your client’s experience quick, easy, and hassle-free.
Use our Online tools and widgets to instantly screen, sort, and identify the right Insurance Solution for your clients. Our Insurance Portal could not make it any easier to identify the right insurance solution that will provide your clients with complete peace of mind while at the same time, providing their loved ones with total financial security. And remember, our licensed in-house Insurance Specialists are always ready to assist you and your clients every step of the way.
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What we do
Optimize Wealth Management (Optimize Inc.) is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. 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.Who we are
We provide our clients with an entirely holistic approach and advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focussed advice and personalized service, coupled with our financial strength and attractive returns. The values we stand by are honesty; persistence, teamwork, and excellence.How we help Financial Professionals
As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing clients with expert financial advice.Copyright © 2023 Optimize Inc.