United by purpose, driven by excellence
Stronger together
We're enhancing our ability to deliver high-quality service and diverse offerings to our clients. This integration unites Shostak Group's personalized, client-first approach with Optimize's dynamic, adaptive strategies, creating a powerful synergy.
About us
A new era of full-service wealth management is here
Portfolio Management
We create personalized portfolios based on your unique needs, goals, and financial situation. By considering factors like risk tolerance, time horizon, and tax implications, we design investment strategies that align with your objectives.
Financial Planning
Financial planning aligns your short- and long-term goals with strategies for saving, investing, and protecting your assets. We help you create a personalized plan to secure your financial future.
Will & Estate Planning
Estate planning is essential for protecting loved ones and ensuring your wishes are honoured. We create customized plans designed to align with your goals as part of a comprehensive wealth strategy.
Tax Preparation & Planning
We provide personalized tax planning services to help you manage one of your biggest expenses. Our strategies are tailored to your unique goals, optimizing your taxes to keep you on track for financial success.
Loan & Mortgage Solutions
We focus on finding the ideal mortgage or financing solution to meet your financial goals. Whether securing a mortgage or leveraging assets, our team makes the process fast, easy, and hassle-free.
Insurance Solutions
The right insurance provides peace of mind, protecting you from financial setbacks. We provide customized insurance strategies for individuals and businesses, helping you choose the coverage that best suits your needs and goals.
Next-level wealth management
Multi-Family Office Services
Comprehensive wealth solutions, including investment management, financial planning, tax preparation, and insurance strategies tailored to your needs.
Streamlined Fee Structure
Transparent pricing with no hidden fees, offering cost-effective solutions without account minimums or transaction costs.
Complete Independence
Unbiased advice with no bank product agendas, ensuring strategies align with your unique goals and objectives.
Institutional-Level Investment Solutions
Access exclusive institutional investment options, including pension-style assets managed by top-tier global firms.
Attractive Investment Returns
Focused on growth, principal protection, and diversification through dynamic asset allocation and large-cap strategies.
Global Financial Strength
Secure and segregated accounts custodied at National Bank, backed by over $300 billion in assets and comprehensive investor protection.