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The Optimize Portal

Our Portal

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.

PortalScreenCap

Investment Research

Stay Up to Date

All of the Investment Research resources gathered for you in one easy to navigate location.

Important Documents

The Resources You Need

Access to all of the information and documents you and your team need, covering performance, our services, and our operations.

Systems & Technology

Navigate Our Services

The homepage for all of our internal services and programs. Get acquainted with our platforms and how we work.

Client Servicing

Process Services Quicker

Handle your client service needs and get in touch with our team to make the process smooth and seamless.

Intuitive System

Our Portal is easy to navigate and whether you are accessing it for the first time or the 100th time, finding what you need and making it happen is only a few clicks away.

All Encompassing

All of the valuable information and resources you need can be found in one convenient location, no troublesome extra steps.

Streamlined Process

The process of our Portal flows naturally and allows for an ease of following, while also allowing for easy backtracking if any changes have to be made.

Whether you're growing or exiting, let's make it happen.

Our Services

Portfolio Management

Financial Planning

Tax Preparation & Planning

Will & Estate Planning

Insurance

Loans & Mortgages

Contact Us

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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.

Copyright © 2025 Optimize Inc.

Terms of Use           Privacy Policy           Disclaimer       Disclosure Documents    For Financial Professionals          Contact Us

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.