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Optimize Financial Group is a premier Canadian wealth services firm offering full-suite, multi-family office solutions to individuals and financial professionals across the country. Optimize specializes in investment management, financial planning, tax preparation, will and estate planning, insurance, and lending. Our institutional-grade portfolios and holistic approach help clients grow, protect, and transfer wealth efficiently. We combine personalized service, expert insight, and seamless technology to deliver better financial outcomes at a competitive, transparent cost.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
250 - 999
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Year founded
Founded 2009
Service Lines
- Accounting
- 25%
Select Focus Area
- General Accounting Focus
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- Fiduciary Accounting
- 100%
- Financial Advising & Planning
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- Tax Focus
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- Tax Consulting
- 50%
- Tax Preparation
- 50%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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