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Financial Facelift: Can Louis retire now, maintain his desired lifestyle and still leave a substantial estate?

By Warren MacKenzie. After years of working to provide a comfortable lifestyle for his wife and two children, Louis is feeling the strain of his high-pressure, $275,000-a-year …

Canadian Money Saver: Philanthropy and Character Development

By Warren MacKenzie. Working class parents and wealthy parents have a common goal – they want their children to be happy, successful and...

Optimize Wealth Management Welcomes Rob Gillrie and its newest office in Edmonton, Alberta, furthering its Nationwide Expansion

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

Financial Facelift: Can Bernadette help her children buy homes of their own without jeopardizing her retirement goals?

By Warren MacKenzie. Bernadette’s life has changed in a heartbeat, leaving her uncertain about where she stands financially. “As my husband passed away suddenly last year at age..

Financial Facelift: Building a Stable Foundation for Philanthropy

By Warren MacKenzie. Lucy and Lance have substantial savings, a mortgage-free house in the Toronto area and no children. With most of their net worth tied up in their $2-million…

The Globe and Mail: Advisors are back in growth mode and building up their teams

Featuring Matthew McGrath, head of Advisory Channel at Optimize.  'Volatility and uncertainty during the early days of the COVID-19 pandemic brought a forced pause to the year’s..

Optimize Wealth Management Welcomes Jerry Letourneau as Senior Financial Planner furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner, Jerry Letourneau to the firm. Jerry has…

Financial Facelift: Can Edna retire from work in one year and buy a condo too?

By Warren MacKenzie. At age 69, Edna is on her own again and looking forward to retiring at year-end 2021. She has grown children and earns $47,000 a year before tax…

Financial Facelift: How can divorcée Ella crystalize the future without a financial plan?

By Warren MacKenzie. A series of life changes has Ella preparing well in advance for the day she turns 65 and her disability benefits cease. She is approaching age 56 and divorced..

Canadian Money Saver: Be clear with your goals, avoid wasting capital, have fun with your money

By Warren MacKenzie. You may have heard the story of the elderly gentleman on his deathbed looking back over his life...

Financial Facelift: Have these 36 year olds saved enough to achieve financial independence?

By Warren MacKenzie. With substantial savings and investments for their age, Joan and James’s aspirations are catching FIRE – the acronym for the “financial independence, retire…

Optimize Wealth Management Welcomes Stuart Proctor and its newest office in Calgary, Alberta, furthering its Nationwide Expansion

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