Skip to content

Our Internal Updates

Press Releases

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…

Colin Baird Black and White Headshot

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…

Darcy Lank Black and White Headshot

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…

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…