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2009
Optimize Wealth Management is Founded and Opens its First Office in The Distillery District of Toronto
2010
Optimize Wealth Management Launches Canada's First Robo Advisor Platform to Democratize Premium Wealth Management
2011
Optimize Wealth Management Expands into the United States with its First Office in Lower Manhattan, New York City
2014
Optimize Wealth Management Head Office is Moved to the 45th Floor of the TD Canada Trust Tower in Toronto's Financial District
2016
Optimize Wealth Management Creates and Offers its Advisor Platform to Select Premium Financial Advisors and Professionals
2017
Industry Veteran and Globe and Mail Contributor Warren MacKenzie named as Head of Financial Planning
2018
Optimize Wealth Management Financial Services are expanded to include Tax and Will Preparation, Insurance and Debt Solutions, Estate and Financial Planning in addition to Premium Portfolio Management
2019
Optimize Wealth Management initiates its Nationwide Expansion, with the acquisitions of two Ontario-based Wealth Management Firms
2020
Optimize Wealth Management Nationwide Expansion accelerates, opening offices and welcoming Premium Financial Professionals across Canada
2022
Optimize Wealth Management Advisor Platform enables Optimize to become one of Canada's Fastest Growing Wealth Management Firms