Skip to content

Our Press Releases

Read about Optimize's Latest News Updates

Isaac, 52, and Mia, 46, want to retire by their mid-50s. Should they downsize now or wait?

Featuring Warren Mackenzie. Isaac, 52, and Mia, 46, want to retire by their mid-50s. Should they downsize now or wait?

Optimize Wealth Welcomes Laurier Lefrancois and its newest office in Edmonton, Alberta furthering its Nationwide Expansion

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

Optimize Wealth Welcomes Zacharie Sutton and its newest office in Whitby, Ontario furthering its Nationwide Expansion

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

Optimize Wealth Management Welcomes Drew Walker and its newest office in Dover Centre, Ontario, furthering its Nationwide Expansion

Optimize Wealth Management announced the recent addition of Senior Financial Analyst and Insurance Advisor Drew Walker to the firm. Drew has an…

Optimize Wealth Management Welcomes Larry Verniest and its newest office in Calgary, Alberta, furthering its Nationwide Expansion

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

Can Jill, 60, afford to retire to Nova Scotia while keeping her suburban Toronto home?

Featuring Warren Mackenzie. Can Jill, 60, afford to retire to Nova Scotia while keeping her suburban Toronto home?

Optimize Wealth Management Welcomes Andrey Belskiy and its newest office in Winnipeg, Manitoba, furthering its Nationwide Expansion

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

Optimize Wealth Management Welcomes Joe Quach and its newest office in Windsor, Ontario, furthering its Nationwide Expansion

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

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 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...