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Our Press Releases

Read about Optimize's Latest News Updates

Optimize Wealth Management Welcomes David Spence and its newest office in Waterdown, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner David Spence to the firm. David has an…

Optimize Wealth Management Welcomes Garner Weeks and its newest office in Yorkton, Saskatchewan, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Garner Weeks to the firm. Garner has an…

Optimize Wealth Management Welcomes Kendal Justinen and its newest office in Rocky Mountain House, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner David Spence to the firm. David has an…

Optimize Wealth Management Welcomes Dubert Rocuant and its newest office in Rocky Mountain House, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner David Spence to the firm. David has an…

Optimize Wealth Management Welcomes Dawn Kennedy and its newest office in Midmay, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Dawn Kennedy to the firm. Dawn has an…

Eleanor, 60, and Rowan, 59, are both retired. Can they afford to up their spending and still have enough saved for assisted living?

Featuring Warren Mackenzie. Eleanor, 60, and Rowan, 59, are both retired. Can they afford to up their spending and still have enough saved for assisted living?

Optimize Wealth Management Welcomes Michael O'Gorman and its newest office in Milton, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Michael O'Gorman to the firm. Michael has an…

Optimize Wealth Management Welcomes Frank Romeo and its newest office in Calgary, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Frank Romeo to the firm. Frank has an…

Optimize Wealth Management Welcomes Chris Bell and its newest office in Castlegar, British Columbia, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Chris Bell to the firm. Chris has an…

Optimize Wealth Management Welcomes Sanjeev Duggal and its newest office in Mississauga, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Sanjeev Duggal to the firm. Sanjeev has an…

Isaac, 52, and Mia, 46, want to retire by their mid-50s. Should they downsize now or wait?

Featuring Warren Mackenzie. Isaac, 52, and Mia, 46, want to retire by their mid-50s. Should they downsize now or wait?

Optimize Wealth Welcomes Laurier Lefrancois and its newest office in Edmonton, Alberta furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Laurier Lefrancois to the firm. Laurier has extensive...