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Our Press Releases

Read about Optimize's Latest News Updates

Optimize Wealth Welcomes Brian Clark and its newest office in Kelowna, British Columbia, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Dave Sagan and its newest office in Jasper, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Dave Sagan to the firm. Dave 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…

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…

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 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 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 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 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 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 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…