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Estimation Calculator

Are you curious as to what you returns may look like when investing in one of our managed portfolios? Look no further! Select the portfolio you wish to see a projected graph of returns for and you will be provided with a visualization* of how you initial investments will grow over time with any of our top-notch portfolio options.

* Estimation graph extrapolated from historical data displayed exponentially and assumes initial value of $1000000 and extended over a 10 year timeframe

Estimate Calculator

Estimated Return

$118000

Discover the potential of your investments and gain valuable insights into your financial future. Whether you're planning for retirement or aiming for short-term gains, our user-friendly tool empowers you to make informed decisions and maximize your wealth growth. Start optimizing your investment strategy today.

* This estimate is provided based off of historical data and is rounded to the nearest 1000 to provide a cleaner experience, actual results may not reflect the values shown by this estimate calulcator.

Our proprietary Optimize Portal functions as a centralized platform for our client-facing team to access our key systems and resources such as our CRM, documents and forms, our digital onboarding platform, financial planning software, performance reporting tools, investment research database and firm marketing materials. Beyond accessing our technological integrations, our portal is where our team can easily submit requests for all of our services and integrate those requests within our CRM and into the appropriate pipelines.

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What we do

Optimize Asset Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.