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Success without compromise

Maximize your money through strategic investing and tailored guidance that forge a path to financial confidence

Optimize
Financial
Group

Optimize Wealth Management

Optimize Wealth Partners

Reinventing financial services with established values and modern sensibility

We’re reshaping the future of wealth management by blending innovation with time-honoured principles. From empowering advisors with cutting-edge technology to delivering personalized service, we are grounded in established values – prudence, sensibility, and balance.

Our Story

2009

Optimize Financial Group is founded and opens its first office in the Distillery District of Toronto

2010

Optimize launches Canada's first robo advisor platform to democratize premium wealth management

2011

Optimize expands into the United States with its first office in Lower Manhattan, New York City

2014

Optimize's head office is moved to the 45th floor of the TD Canada Trust Tower in Toronto's Financial District

2016

Optimize creates and offers its advisor platform to select premium financial advisors and professionals

2018

Optimize's financial services are expanded to include tax and will preparation, insurance and debt solutions, estate and financial planning in addition to premium portfolio management

2020

As a fast follow to its 2019 Ontario-expansion, Optimize opens offices across Canada welcoming premium financial professionals across the nation

2022

Optimize's advisor platform enables Optimize to become one of Canada's fastest growing wealth management firms

2024

Optimize launches Optimize Wealth Partners, the wealth management arm regulated by the Canadian Investment Regulatory Organization (CIRO).

Discover why we're one of Canada's fastest growing wealth management firms

%

Annual Growth in Assets

%

Annual Growth in Employees

%

Annual Growth in Clients

Our Leadership
Team

IMG - Matthew

Matthew J. McGrath, CFA

President & Chief Executive Officer

Irene 2

Irene M. Cameron, CPA, CGA

Chief Financial Officer

Mike Killen

Mike Killeen

General Counsel

IMG - Tom

Tom Durston, CIM

Chief Operating Officer

IMG - Chris

Chris Coholan, CIM

Chief Business Development Officer

IMG - Kevin

Kevin Fobert, CIM

Head, Private Client Group

Contact us
OFG Logo
Contact Us
info@optimize.com
1 (866) 209-6862
Address
205 Yonge St Toronto
Toronto, ON M5B 0C4
Canada
Copyright © 2024 Optimize Inc.
Optimize Inc. (“OI”) is registered with the Ontario Securities Commission as a Portfolio Manager in the provinces of Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec and Saskatchewan.  OI is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario and Saskatchewan.
OWP is also a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF").