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Optimize Wealth Management
Optimize Wealth Management provides private wealth management advice to manage, preserve, and elevate every aspect of clients' financial lives.
Optimize Wealth Management
Optimize Wealth Management provides private wealth management advice to manage, preserve, and elevate every aspect of clients' financial lives. The firm offers direct access to institutional strategies typically reserved for pension funds and endowments, balancing large public-company equities with pension-style investments from managers such as KKR, Apollo, and Goldman Sachs. It also offers family office services including financial planning, will and estate planning, tax preparation and planning, loans and mortgages, and insurance solutions.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
Canada
City
Toronto, Ontario
Corporate office
Toronto, ON, Canada
Frequently asked questions
Does Optimize Wealth Management serve US cross-border families?
The firm advises Canadian resident families, many of whom hold US assets or have family members across the border. Optimize coordinates with cross-border tax counsel on the treatment of US-situs assets, IRA holdings, and American citizenship renunciation planning. However, the firm does not hold US SEC registration and restricts its advisory services to Canadian-resident clients.
How is Optimize compensated, and does it accept commissions?
Optimize operates on a fee-only basis, charging advisory and planning fees calculated as a percentage of assets under management or as fixed retainer fees for comprehensive planning engagements. The firm does not accept trailer fees, commissions on product sales, or referral payments from fund managers, aligning its compensation with client portfolio performance rather than transaction volume.
Which professional advisors does the firm coordinate with?
Optimize integrates directly with each client's external accountants and legal counsel, participating in planning discussions around corporate reorganizations, estate freezes, trust distributions, and holding-company investment structures. The firm positions its advisory role as a central coordinating function — the portfolio manager and planning lead — rather than a replacement for tax or legal advice.
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