Posted by Optimize on November 2, 2022
Optimize Wealth Welcomes
Dubert Rocuant and its newest office in Rocky Mountain House, Alberta, furthering its Nationwide Expansion
Dubert Rocuant
Toronto, November 2, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Dubert Rocuant to the firm. Dubert has extensive experience helping families in the Rocky Mountain House region for over 10 years.
”It’s great to have another well-established financial professional like Dubert on the Optimize team. We are an incredibly strong fit so we’re looking forward to continuing to provide our premier level of service to clients in Rocky Mountain House.” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.
At Optimize Wealth’s newest office in Rocky Mountain House, Dubert will provide clients with a comprehensive approach to financial planning, benefiting from the support of an experienced team of licensed portfolio managers to help achieve clients’ long-term financial goals.
“I couldn’t be happier to join Optimize!” said Dubert. “The technology and robust portfolio management free me to spend more time with my clients. As well, I can bring a lot of value to their table from the multi-family office platform.”
About Dubert Rocuant
In partnering with Optimize Wealth Management, Dubert works with a team of specialists ranging from tax accountants, estate lawyers, and other certified financial planners to provide a complete approach to individuals financial needs. Our premium service allows access to recognized, reputable professionals who specialize in the growth, protection, and transfer of wealth.
Wealth Creates Complexity, We Help Make It Simple.
The greatest strengths that he brings to his client relationships is his knowledge, integrity, and commitment to exceptional service. Building on his Certified Financial Planning® designation, Canadian Investment Funds Course, Elder Planning Counsellor Designation®, and License to provide Life insurance, Dubert is working towards the Chartered Life Underwriter designation, recognized internationally as a top professional accreditation. Dubert’s experience in working with business owners, professionals, and wide range of high net worth investors, alongside his portfolio managers, differentiates the level of wealth management he brings to the marketplace.
A strong contributor to the community, Dubert is a member of the Kinsman Foundation and raises funds for local charities and facilities. When not in the office, you can find Dubert in beautiful Nordegg and the surrounding area as he loves being outdoors with his family.
About the Optimize Wealth Platform
Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Platform whereby Financial Professionals can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables financial professionals to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.
The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical professionals are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business.
We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our teams’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues they generate from their clients.
Looking to Grow Your Practice or Map Your Exit?
Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.
Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium compensation structure can schedule a Confidential Introductory Meeting through the link below.