How we help
your clients
We judge our success by how well we achieve your client’s goals, not ours.
Bring your clients the next generation in Wealth Management
Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very robust Advisor
Platform whereby Advisors can provide their clients with a superior client offering and investment solutions. We have
in-house accountants and lawyers that can prepare all of your clients’ tax returns as well as all of their wills. We also
have in-house Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning
and Portfolio Management services. We built our Advisor Platform with the belief that technology could make the
financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become
clear to us that these services when provided alongside our in-house technology enables advisors and financial
planners alike to deliver significant value to their clients well above the industry norms, which empowers them to grow
their business exponentially.
No Load Fee Structure
Eliminate unnecessary costs across client accounts
- No annual administration fees
- No up-front loads
- No back-end commissions
- No lock-up periods
Complete Independence
No more product pushing
- Strategies are based on each client’s specific goals and objectives
- Broad array of in-house and third-party managed portfolio solutions
Global Financial Strength
Provide your clients with bank-level security
- All accounts are custodied at National Bank
- $200 billion in assets and 900,000 investors
- All client positions are segregated and not cross-collateralized
- CIPF and CDIC insured
Family Office Platform
Offer your clients the full suite of services
- Investment Management
- Financial Planning
- Will and Tax Preparation
- Mortgage and Insurance Solutions
Premium Investment Returns
Increase your client’s ROI instantly
- Top quartile returns
- 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 KKR and Brookfield Asset Management