Optimize Financial Group
For Optimize Financial Group
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Overview
250 - 999
Employees
2009
Year Founded
ABOUT OPTIMIZE FINANCIAL GROUP
SET YOUR GOALS. LET'S MAKE THEM HAPPEN
Optimize Financial Group is a leading Canadian wealth management firm that provides comprehensive multi-family office services to individuals and financial professionals nationwide. We focus on investment management, financial planning, tax preparation, estate planning, insurance, and lending. Our high-quality portfolios and comprehensive strategy assist clients in effectively growing, safeguarding, and transferring their wealth. By integrating personalized service, expert knowledge, and streamlined technology, we aim to achieve superior financial results at a fair and transparent cost.
Languages Spoken
English
HIGHLIGHTS
250 - 999
Employees
2009
Year Founded
Services
Focus
Industries
Clients
Services Provided
38% Wealth Management
20% Financial Planning
15% Tax Preparation Services
15% Estate Planning Services
12% Insurance Services
About the Team
OUR STORY
Founded in 2009 by a visionary leader, Optimize Financial Group was established to democratize high-level wealth management, offering institutional-grade investing paired with personalized, white-glove service typically reserved for ultra-high-net-worth clients. With its inception in Toronto's Distillery District, the firm quickly innovated by launching Canada's first robo-financial professional platform in 2010, expanding into the U.S. by 2011 and broadening services to include tax, estate planning, insurance, and debt solutions. Committed to social impact, Optimize supports First Nations communities and invests in youth empowerment, aiming to close education and opportunity gaps. Today, with offices nationwide and a regulated wealth management arm launched in 2024, Optimize continues its mission to help clients achieve financial goals thoughtfully and intentionally.