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Our Press Releases

Read about Optimize's Latest News Updates

Optimize Wealth Welcomes Darcy Lank and its newest office in Ottawa, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Martin Caldwell and its newest office in Woodstock, Ontario, furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Mark Loutet and its newest office in Vancouver, British Columbia, furthering its Nationwide Expansion

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

Optimize Wealth Management Welcomes Peter Kelleher and its newest office in Ottawa, Ontario, Furthering its Nationwide Expansion

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

Financial Facelift: Can Irene give her children an advance on their inheritance without triggering a huge tax bill?

By Warren MacKenzie. At age 91, Irene is more physically active than some much younger people, hiking, skiing and boating over the trails and lakes of her rural..

Optimize Wealth Management Welcomes Gus MacDonell and its newest office in Fort Frances, Ontario, Furthering its Nationwide Expansion

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

Optimize Wealth Management Welcomes Brian O'Connor and its newest office in Port Dover, Ontario, Furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Brian O’Connor to the firm. Brian has extensive …

Optimize Wealth Management Welcomes Ken Vyse and its newest office in Ingersoll, Ontario, Furthering its Nationwide Expansion

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

Optimize Wealth Management Welcomes John Petrosino and its newest office in Conestogo, Ontario, Furthering its Nationwide Expansion

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

Financial Facelift: Can Lynne afford to help her children financially and still have enough to meet her needs?

By Warren MacKenzie. Lynne’s situation shows the power of an indexed pension. “I’m a single, 65-year-old woman with a defined benefit pension, and with three adult children,”..

Financial Facelift: Can Tom and Marie travel the world on their line of credit for 10 years without running into financial trouble?

By Warren MacKenzie. Wisdom has it you should pay off your mortgage before you retire from work, and for most people that’s the prudent thing to do...

Financial Facelift: Why retirees should avoid being frugal with their savings

By Warren MacKenzie. Investors are told throughout the course of their lives to spend less and save more if they want a comfortable retirement. For some, those frugal habits can..