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Our Press Releases

Read about Optimize's Latest News Updates

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 Karen Zeiger and its newest office in Mount Albert, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Karen Zeiger to the firm. Karen 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 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 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 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...

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…