Skip to content

Our Internal Updates

Press Releases

Optimize Wealth Management Welcomes Kevin Hayward and its newest office in Bridgewater, Nova Scotia, furthering its Nationwide Expansion

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

Greg Burke Headshot

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…

Optimize Wealth Management Welcomes Travis Pleasant and its newest office in Edmonton, Alberta, furthering its Nationwide Expansion

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

Dave Rushby Headshot

Optimize Wealth Management Welcomes Dave Rushby and its newest office in Edmonton, Alberta, furthering its Nationwide Expansion

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

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…

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…