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

The Result? Take your clients to the next level in Wealth Management and prosper together.