Growing or Exiting, let's make it happen!
We offer Advisors premium pricing and industry-leading support to help grow their business or map their 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.
Join Optimize Wealth: A firm built by Advisors, for Advisors
The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical advisors 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 Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ 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.
We know that you bring a ton to the table. So we make sure we do too…
Premium Compensation, well above Industry Rates
Despite grids and payouts getting continuously squeezed, we offer a compensation structure well above industry norms. When combined with our understanding that advisors need the most advanced technology and business support to maintain their edge in the industry, our model represents a compelling business platform for established client-centred advisors.
Full Suite of Financial Services available to your Clients
Optimize Wealth enables you to advise on your clients’ entire situation, from investments and financial planning to wills and tax preparation and finally to mortgages and life insurance.
Open Platform for all Types of Advisors, PMs, and Planners
Whether you come from the IIROC, MFDA, PM, or the non-securities licensed Financial Planning worlds, we are keen to work with you. In the end, we will work tirelessly to structure a platform that makes the most sense for you and your clients.
Smooth transition plan to help support your clients
As you join Optimize Wealth, we will be working around the clock to ensure that you and your clients are transitioned as quickly and as efficiently as possible. We will handle everything from paperwork to registration to ensure everyone, most importantly your clients, experiences a ‘No Fuss, No Hassle’ transition.
We know that you are NOT just a Number
Although we are in an industry that is driven by numbers, we never forget that it’s our people who drive us forward. Simply put, at Optimize Wealth you are not a number. When you join us, you become part of a team that works together to help each other succeed and prosper.
Portfolio management, marketing, compliance and end-to-end support
We are not just a dealer but an integrated wealth management company, using cutting edge technology and industry practices. We help Advisors build a better business and achieve their goals, by empowering them with a wide range of business development tools and portfolio service solutions.
Cutting-Edge Training & Development
From the moment you start, you will gain from a variety of learning opportunities to ensure you can get up to speed quickly. We believe that all learning is great learning and enable continuous education through lunch & learns, in-class training, one-on-one mentoring, webinars and external events.
We provide a Corporate Culture that is very different. In a good way...
Fundamentally, our business is to ensure that clients’ interests are being served. We believe this is best accomplished by aligning ourselves with highly regarded and well-respected financial advisors. At Optimize Wealth, you can look forward to a challenging and rewarding career – one that will allow you to nurture your talents and grow professionally. We have a vibrant culture of collaboration and idea sharing through all levels of the organization, which inspires an innovative, results-driven work environment.
Exiting the Business? We are interested. Very interested…
If you run a money management firm or are an Advisor, PM, or Financial Planner who is looking for a buyout plan now or in the future, we want to connect with you. Optimize Wealth offers more money than any other firm in the industry in addition to being able to able to offer your clients the complete suite of financial services. We can structure the buyout around you and your particular situation. And so, whether you want an immediate buyout, a two-stage transition, or something in between, we are keen to work with you.
Some say we pay way too much for Advisors, Firms, or just plain AUM. We frankly don’t care…
We are happy to pay Top Dollar when others scrutinize or 'nickel and dime'
We know just how hard you have worked to build your business and your book of clients over the years. We know better than the rest, just how invaluable your relationships are and how much future potential there is within your practice. As such, we are only too happy to put our money where our mouth is and will move as quickly as you need us to.
We offer the Smoothest Transition with minimal involvement on your part
We recognize that you are looking to exit the business and move on to the next chapter in your life. Accordingly, we will handle everything from the paperwork, the client meetings, to any regulatory requirements. Your involvement with the transition will be entirely on your terms and as involved as you want it to be, period.
Get the Peace of Mind you deserve, knowing your clients’ needs will be completely looked after
Think of the comfort you will have knowing that we judge our success and value based on how well your clients’ financial goals are achieved, not ours. We will provide your clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. Ultimately, we will provide your clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together.
What Makes us Different
Optimize Wealth Management is the next generation in premier wealth management. We judge our success and value based on how well our clients’ financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning.
Complete Suite of Services
We advise on our clients’ entire situation, from investments and financial planning to wills and tax preparation and finally to mortgages and life insurance.
No Load Advice
We’ve eliminated that unnecessary layer of commissions which include those upfront loads, back-end commissions, lock-up periods and redemption fees.
We design every strategy based on our clients’ goals and objectives, and we do this after assessing every financial product or vehicle available in the marketplace.
We hold and safe-keep our client accounts at only the largest Canadian Financial Institutions, providing their money with absolute bank-level security.
The cornerstone to our service plans is our regular client review meetings to ensure that everyone is on the same page and working towards the same goal.
Premium Returns & Advice
We have produced top quartile returns for our clients by emphasizing both growing and protecting investments within a very conservative to moderate risk profile.
What We Stand For
We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.
Learn More About Our Management Team
If you are looking to take your Book to the next level or if you would like to monetize your business as you exit the industry, we would love to discuss how we could work with you and your clients. We are always keen to meet, discuss, and take that next step with you!
Book a Confidential Call with us today and start the next chapter of your life!
Contact our Head of Corporate Development – Matthew McGrath directly at 416 907-6733 or fill out the form below.
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