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Our Press Releases

Read about Optimize's Latest News Updates

Optimize Wealth Management Welcomes David Lapos and its newest office in Mount Brydges, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Tim Hazlett and its newest office in Gander, Newfoundland, furthering its Nationwide Expansion

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

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...

Should Milo and Maeve take out a reverse mortgage on their house?

Featuring Warren MacKenzie. Cherie Catena returned to work after retiring once before – and she’d like to do it again. The 67-year-old worked at Xerox from 1974 to 2013, when she..

Optimize Wealth Welcomes Mike Scott and its newest office in Gander, Newfoundland, furthering its Nationwide Expansion

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

The Globe & Mail: Why some retirees go back to work, two questions Canadians should ask before dismissing annuities, and options for using a locked-in RRSP

Featuring Warren MacKenzie. Cherie Catena returned to work after retiring once before – and she’d like to do it again. The 67-year-old worked at Xerox from 1974 to 2013, when she..

Optimize Wealth Welcomes Peter Paley and its newest office in Winnipeg, Manitoba, furthering its Nationwide Expansion

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

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,..

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 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 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 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....