Build your practice. On your terms.
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Built for advisors.
Positioned for the future.
We’re a different kind of wealth management firm, with a single-minded mission: to help our clients reach their personal goals with the institutional-level investing and bespoke client service usually reserved for the wealthiest of families. And that takes advisors of exceptional quality.
Book your call todayWe believe real success should be clearly compensated. Being part of Optimize means access to a single 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.
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How your current payouts compare: get a clear view of grid rates stacked against our 100% payout model.
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The unseen costs: learn about hidden fees and deductions that quietly diminish your earnings over time.
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The real value of your practice: see how a 5% succession payout measures up against industry standards.
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The gift of time: discover how built-in automation can free you to focus more fully on your clients.
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Transition Scenarios: gain clarity on the paths ahead whether your horizon is near or far.
The Optimize Difference
Independence
Maintain complete personal leadership of your business, from client service to growth strategies. Our advisors own their book, but also benefit from a robust platform of tools to serve their clients better.
Growth
At Optimize, our advisors’ expertise and insight are rewarded with a transparent, competitive compensation, rather than shrinking grids that make you work harder for less.
Impact
Optimize advisors are empowered to make a real impact. Our Family Office model provides comprehensive service. Our access to pension-style assets goes beyond retail solutions. Our tech platform makes it all seamless.
Institutional strategies.
Designed for growth.
Clients expect more than performance. They want a partner who sees the full picture. Optimize gives you access to institutional portfolios, integrated planning, and the technology to build stronger relationships and long-term value.
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Nimbleness, balance and pure strength. It’s a combination that makes a top performer, on the field and in the market.
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Large-cap equities - Like any high-level athlete, our investment approach combines strength and balance. On one side, we focus on high-quality, large-cap public equities, companies with strong balance sheets and sustainable earnings potential.
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On the other side, we balance equity with the diversification of fixed-income and pension-style assets from world-class institutional managers, such as KKR, Apollo, Goldman Sachs, BlackRock and Brookfield Asset Management. This blend optimizes our portfolios for both growth and resilience.
Holistic financial services available to all clients
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We offer every client the opportunity to define their goals and build a tailored plan with their advisor. It becomes the anchor to their total financial life.
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Our suite of services includes complete tax planning and filing to help clients keep as much of their hard-earned money as possible.
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You remain your clients’ trusted contact while our estate planning team handles the complex work, creating custom plans that preserve legacies and maximize tax savings.
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Give your clients protection from uncertainty with insurance solutions tailored to their assets and lifestyle.
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Help your clients manage their overall credit strategy with expert support focused on reducing borrowing costs.
A future-ready platform.
Integrated Digital Onboarding & Servicing
From opening accounts to building a financial plan, your clients' data is integrated across our whole platform, insuring they enjoy a seamless experienceReal-Time Monitoring & Reporting
Custom dashboards provide real-time data, from fund performance to your team's productivity. Track PAC, SWP, and RIF plans at a glance.Streamlined, Automated Trading
Trading is effortless with our platform. Just point, click, and process. Funds are instantly available for EFT requests, giving you maximum efficiency with minimal effort.Automate Marketing & Client Communication
Stay connected with clients effortlessly with automated, customized CRM capabilities and branded content – all delivered with precision.24/7 Advisor Support
Connect with live agents anytime, or use AI-powered tools for instant answers—ensuring you and your clients are never left waiting.Next-Generation Financial Planning
Access a suite of AI-powered financial planning tools via Conquest to bring your clients high-end strategies in record time.Perspectives from advisors who made the move
"I've got lots of time in my day because my priority is talking to clients."
Andrew mackenzie
"Risk-adjusted returns help clients grow wealth while managing risk."
Darcy Lank
"Happy to now have technology that keeps clients fully informed."
Dave Ewasiuk
"Simply put, they've changed the game by building a platform that's intuitive and efficient."
Dubert Rocuant
"I don't feel like another adviser lost in the sea. They know me by name."
Juline Bergeron
"Pension-style portfolio management provides a structured approach to investing."
Ken Farrow
"Portfolios that deliver strong returns and real peace of mind."
Mike Kaine
"I now have the independence I wanted with the tools to grow."
Rob Gillrie
"It's an environment that fosters innovation and focuses on finding client solutions."
Wayne Lambert