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Optimize Wealth Management Welcomes Greg Burke and its newest office in Bedford, Nova Scotia, furthering its Nationwide Expansion

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

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Should Frank and Michelle pay off the mortgage on the house using some of the money from her purchase of a half-share in the residence?

Featuring Warren MacKenzie. Frank and Michelle are planning to marry soon, merging their finances to some extent while being mindful of the interests of their four children. Frank..

Optimize Wealth Management Welcomes Frank Restorick and its newest office in Oakville, 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 Furthers its Nationwide Expansion by Welcoming Louise Sabourin as Senior Financial Planner

Optimize Wealth Management announced the addition of Senior Financial Planner Louise Sabourin to the firm. Louise has been in the…

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Can Nell, 58, cover her cashflow shortfall without having to sell her house?

Featuring Warren MacKenzie. Like others before her who have grown weary of their careers, Nell took a leap, accepting a buyout and leaving her six-figure job to pursue her dream..

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 Kendal Justinen to the firm. Kendal 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 Dubert Rocuant to the firm. Dubert has an…

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

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Mark Spence to the firm. Mark 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…

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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?