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Our Press Releases

Read about Optimize's Latest News Updates

The Globe & Mail: How runaway inflation is affecting the income needs of 'FIRE' adherents

Featuring Warren MacKenzie. Surging inflation is an issue for most investors concerned about their cost of living, but more likely for followers of the financial independence,..

Optimize Wealth Welcomes Jane Qu and its newest office in Mount Pearl, Newfoundland, furthering its Nationwide Expansion

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

Financial Facelift: Can Pat afford to spend more on travel without jeopardizing her long- term financial security?

By Warren MacKenzie.  With her 60th birthday approaching, Pat is looking to map out her future to see whether she can spend a little more. She has some pension income, some..

Optimize Wealth Welcomes Kevin Bennett and its newest office in Mount Pearl, Newfoundland, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Ralph Hiscock and its newest office in Mount Pearl, Newfoundland, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager, Ralph Hiscock to the firm. Ralph has extensive....

Optimize Wealth Welcomes Lionel Johnson and its newest office in Salt Spring Island, British Columbia, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Lionel Johnson to the firm. Lionel has extensive…

Optimize Wealth Welcomes Vince Cerullo and its newest office in Waterloo, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Vince Cerullo to the firm. Vince has extensive…

Optimize Wealth Welcomes Doug Ransom and its newest office in Victoria, British Columbia, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Doug Ransom to the firm. Doug has extensive…

Optimize Wealth Welcomes Michael Rawn and its newest office in Oshawa, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Michael Rawn to the firm. Michael has extensive…

Optimize Wealth Welcomes Huntley Sidhu and its newest office in Georgetown, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Huntley Sidhu to the firm. Huntley has extensive…

Optimize Wealth Welcomes Jason Mizak and its newest office in London, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Jason Mizak to the firm. Jason has extensive…

Optimize Wealth Welcomes Jack Di Nardo and its newest office in Toronto, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Jack Di Nardo to the firm. Jack has extensive…