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          Select firm
          Optimize Wealth Management
          Optimize Asset Management
          Optimize Financial Group
          Select role
          Administrative Assistant
          Advisor Transition Coordinator
          AI Engineer
          Associate
          Associate Portfolio Manager
          Bookkeeper
          Brewmaster
          Branch Manager
          Business Development Representative
          Chief Compliance Officer
          Chief Corporate Development Officer
          Chief Financial Officer
          Chief Marketing Officer
          Chief Operating Officer
          Client Service Manager
          Compliance Associate
          Compliance Manager
          Data Analyst
          Director, Corporate Development
          Executive Assistant
          Financial Services Associate
          Full Stack Web Developer
          General Counsel
          Head, Private Client Group
          Human Resource Manager
          Investment Research Analyst
          Manager, Advisor Transition
          Manager, Client Operations
          Manager, Content Writing
          Manager, Digital Marketing & Lead Generation
          Manager, Finance
          Manager, Lead Generation
          Managing Director, Corporate Development
          Marketing Associate
          Motion Graphics & Video Production Specialist
          Office Manager
          Other
          Portfolio Manager
          Product Analyst
          Product Manager
          Quantitative Research Analyst
          Senior Data Analyst
          Senior Management
          Senior Manager, Corporate Development
          Senior Marketing Manager
          Senior Portfolio Manager
          Senior Portfolio Manager & Investment Advisor
          Senior Project Manager
          Supervising Portfolio Manager
          Technical Support Associate
          UI Designer
          Vice President, Advisor Channel Marketing
          Vice President, Operations
          Vice President, Portfolio Management
          Vice President, Regional Sales
          Vice President, Trading & Research
          Videographer
          Select department
          Portfolio Management Team
          Advisor Transition Team
          Operations Team
          Corporate Development Team
          Finance and Legal Team
          Compliance Team
          Marketing Team
          Investment Team
          Select manager
          Luca Ciminelli
          Kevin Fobert
          Dmitri Chmarycz
          Ryan Kesten
          Joshua Brown
          Irene Cameron
          Teuta Lumani
          Matthew Tomasic
          Jacob Haynes
          Matthew McGrath
          Arman Syed
          Caitlin Gossage
          Devon Kirkham
          Hardeepika Ahluwalia
          Philip Bielecki
          Brittany Hoekstra
          Shawn Murray
          Tara McInnis
          Julia Stein
          Christopher Coholan
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          Copyright © 2025 Optimize Inc.

          Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize 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. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such.