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Our Press Releases

Read about Optimize's Latest News Updates

Optimize Wealth Welcomes Bob Lloyd and its newest office in London, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Stephen Shostak and its newest office in Calgary, Alberta, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Guy Burberry and its newest office in Niagara Falls, Ontario, furthering its Nationwide Expansion

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

Financial Facelift: Are small business owners Diana and Dominic ready for ‘work optional’ lifestyle?

By Warren MacKenzie. To better understand the FIRE movement – financial independence, retire early – consider Diana and Dominic, a couple in their early 30s...

Optimize Wealth Welcomes Colin Baird and its newest office in Cambridge, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Steven King and its newest office in Regina, Saskatchewan, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Matt Kruss and its newest office in Markham, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Robin Langis and its newest office in Orleans, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Alan Kruss and its newest office in Markham, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Glen Caton and its newest office in Red Deer, Alberta, furthering its Nationwide Expansion

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

Canadian Money Saver: How to be Both Rich and Happy

By Warren MacKenzie. You can be both rich and happy, but (1) you need to understand that an investment portfolio is simply a tool or a utility to achieve your...

Financial Facelift: Can Jill donate land from her estate and provide a lesson for her grandchildren?

By Warren MacKenzie.Jill, who is age 88 and a widow, has 80 acres of pine woods in northern Alberta that she and her husband bought years ago...