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Our Press Releases

Read about Optimize's Latest News Updates

Keith and Beverly retired early to travel in an RV, but what should they do with their condo?

Featuring Warren Mackenzie. The loss of a loved one recently lent a sense of urgency to Keith and Beverly’s future plans; suddenly, life looked precious and brief.

Optimize Wealth Management Welcomes Stuart Driedger and its newest office in Morden, Manitoba, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Relationship Manager Stuart Driedger to the firm. Stuart has an…

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 Josh MacLean and its newest office in London, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Josh MacLean to the firm. Josh has extensive...

Optimize Wealth Welcomes Christian Laurence and its newest office in Brantford, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Christian Laurence to the firm. Christian has extensive...

Optimize Wealth Welcomes Jim MacLean and its newest office in London, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Jim MacLean to the firm. Jim has extensive...

Optimize Wealth Welcomes Tim Hazlett and its newest office in Gander, Newfoundland, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Tim Hazlett to the firm. Tim has extensive...

Should Milo and Maeve take out a reverse mortgage on their house?

Featuring Warren MacKenzie. Cherie Catena returned to work after retiring once before – and she’d like to do it again. The 67-year-old worked at Xerox from 1974 to 2013, when she..

Optimize Wealth Welcomes Mike Scott and its newest office in Gander, Newfoundland, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Mike Scott to the firm. Mike has extensive...

The Globe & Mail: Why some retirees go back to work, two questions Canadians should ask before dismissing annuities, and options for using a locked-in RRSP

Featuring Warren MacKenzie. Cherie Catena returned to work after retiring once before – and she’d like to do it again. The 67-year-old worked at Xerox from 1974 to 2013, when she..

Optimize Wealth Welcomes Dave Sagan and its newest office in Jasper, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Dave Sagan to the firm. Dave has extensive...

Optimize Wealth Welcomes Peter Paley and its newest office in Winnipeg, Manitoba, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Planner Peter Paley to the firm. Peter has extensive...