Posted by Optimize on June 10, 2022
Optimize Wealth Welcomes
Mike Scott and its newest office in Gander, Newfoundland, furthering its Nationwide Expansion
Toronto, June 10, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Mike Scott to the firm. Mike has extensive experience helping families in the Gander region for over forty years.
“We are pleased to have another highly skilled and experienced planner like Mike join the Optimize team. We are confident that he will help us continue to provide a premier level of service to our clients,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.
At Optimize Wealth’s newest office in Gander, Mike 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’m thrilled to be joining Optimize,” said Mike Scott. “The move ensures that my clients will benefit from robust portfolio management and a multi-family office platform from one of Canada’s leading portfolio management firms”.
About Mike Scott
Mike Scott is from Gander, NL and grew up knowing he wanted to help people. It wasn’t until university that he found his passion for finance and was able to mix business with his desire to help those in need with financial advice.
Mike graduated from Acadia University in 2002 and began his career shortly thereafter with TD Bank.
In 2005, Mike moved to Global Maxfin Investments Inc. as a financial advisor and went on to obtain the professional designation Certified Financial Planner (CFP) in the same year. He also had the opportunity to complete other financial planning programs from institutions such as the Canadian Securities Institute, The Investment Funds Institute of Canada and The Canadian Institute of Financial Planning.
He joined Manulife Securities Investment Services Inc. in 2014 and began providing holistic financial planning advice that included tax planning, estate planning and insurance solutions.
In 2022, Mike moved to Optimize Wealth Management, a next generation in premier wealth management, whereby success is based on how well financial goals are achieved. He provides clients with personalized financial solutions and advice to help them at every stage of their lives. This included financial planning and portfolio management, tax preparation, insurance solutions, debt management, and estate planning
He currently lives in Gander, NL with his wife Rachelle. In their spare time, he plays sports, and they enjoy the outdoors with friends & 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.