Close up of Optimize Wealth Management Building's historic façade.
OUR PLATFORM

Built for advisors shaping the future.

Join a wealth management firm built around you and your clients.

The Optimize Wealth advantage

Independence

Take full control of your business, your client relationships, and your growth. You’re supported by a platform that empowers you to serve without constraint.

Empowerment

Join a platform that values your expertise with transparent compensation, not shrinking grids. Your experience, your clients, and your standards deserve to be recognized and rewarded.

Flexibility

Join a platform that values your expertise with transparent compensation, not shrinking grids. Your experience, your clients, and your standards deserve to be recognized and rewarded.

Man sitting on a sofa in a lounge, wearing a dark jacket and light pants, reading a document.

Evolve with intention

Maybe you’re tired of outdated systems. Maybe you’re doing too much behind the scenes. Or maybe you’re just ready for more - more independence, better tools, a partner that helps you serve at the level you know your clients deserve.

Whatever brought you here, one thing is clear: you're not looking for the status quo.

how we help your clients

Strength behind your advice

Clients expect more than performance. They want a partner who sees the full picture. Optimize gives you access to investment strategies, integrated planning, and the technology to build stronger relationships and long-term value.

How we bring value to you

Aligned Incentives

Becoming a part of Optimize means that you gain access to a single equitable compensation structure designed to support long-term growth. No grids, no internal tiers—just clarity and consistency that reflect the value of your work and the trust you’ve earned.

Entrepreneurial Culture

Grounded in an entrepreneurial spirit, this independently owned, founder-led firm was built with a long-term vision and a deep respect for the advisor-client relationship. Free from external shareholders and short-term pressures, the company is driven by purpose, guided by experience, and committed to creating lasting value—for both clients and the advisors who serve them.

Long-Term Trust

Built on a foundation of stability and integrity, the platform combines a boutique, advisor-focused approach with the strength and scale of Canada’s largest custodian. With over $300 billion in assets under administration through the National Bank Independent Network (NBIN), advisors and clients benefit from institutional-grade security while maintaining the independence and personalization that define a committed long-term partnership.

Superior Client Experience

It begins with a personal financial plan—then goes further. Our proprietary services elevate the client experience giving access to institutional-grade investments and holistic family office support. This allows you to serve clients with more depth, more precision, and a level of care that will set your practice apart.

Perspectives from Financial Professionals who made the move

Lisa Warll

“Clients value having every part of their financial life handled in one place.”

Lisa Warll
Don Carey

“We embrace new ideas and technology to deliver a better client experience.”

Don Carey
Grace Chen

“Industry-leading technology and services simplify clients’ financial lives.”

Grace Chen
Darren Macdonald

“Top-tier investments, seamless support, and freedom to grow my practice.”

Darren Macdonald
Bryan Jamieson

“Innovation and excellence guide how we help clients and advisors grow.”

Bryan Jamieson
Kathy Klassen

“Smart investment strategies and efficient operations set me up for success.”

Kathy Klassen
Carsten Sorensen

“We help clients grow and protect wealth with a disciplined, tax-efficient approach.”

Carsten Sorensen
Drew Finerty

“Efficient, all-in-one services deliver value and often lead to referrals.”

Drew Finerty

Two distinct paths. One thoughtful decision.

Growth

Choose a new path

Discover how Optimize Wealth Management helps you grow with purpose, scale with support, and deliver the kind of client experience that sets your practice apart.

This isn’t just about scale. It’s about significance.
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Succession

Plan your exit

You’ve spent a career building something meaningful. Now it’s time to consider what comes after. Together we can build a transition plan as intentional as the journey that got you here.

Your legacy is in good hands.
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Ready to build a future on your terms?

Get started with Optimize Wealth Management

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