Optimize Wealth Management is a full-service Wealth Management firm providing its clients with investment management, financial planning, and wealth advisory services. Optimize Wealth Management manages investment portfolios across all major asset classes for a select group of institutions and individual clients. The cornerstone of our service rests in effectively matching our clients’ investment and financial goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect. We measure our success by how well we have helped our clients achieve their specific goals and objectives.

Optimize Capital Markets™ is building the Largest Online Marketplace in North America where Accredited Investors and Institutions can discover and trade in Private Investment Opportunities. Typical deals include Infrastructure Projects, Large Real Estate Developments, and Proven Technology Companies. The average structured deal can range anywhere from $2 million to well over $30 million. Optimize Capital Markets™ launched its operations in September of 2009 out of Toronto but has since expanded its operations to include Quebec, Alberta, British Columbia, and the United States. Optimize Capital Markets™ connects accredited investors directly with businesses seeking financing and other investment opportunities.

Optimize.ca was founded three years ago and is changing the Financial Advisory Landscape by providing a very robust and user-friendly Online Financial Portal with which Individuals can connect online and create their own Financial Plans, Portfolio Reviews, and ultimately, Get the Most Out of Their Money! Optimize.com provides individuals who have chosen to handle their own money and investments a new online avenue where they can manage their own investments, financial goals, and make better Financial Decisions. Optimize.com recognizes that as more and more individuals are preferring to manage their own money, its online personal finance portal will cater to this growing market segment and provide them with an ideal user-experience and financial platform.