About Optimize Financial Group
For Those Who Want More.
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Toronto, Ontario
- Founded
- 2009
- Company type
- Privately Held
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life.
What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth.
Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future.
Specialties
- Investment Management
- Financial Planning
- Wealth Advisory Services
- Will Estate and Planning
- Investments
- Executive & Business Services
- Tax Planning
- Insurance
- Education Savings
- Portfolio Management
- Tax Preparation
- Debt Management
- Financial Advice
- Loans
- and Mortgages
Company locations
205 Yonge St, Toronto, Ontario M5B 0C4, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 40,192
- People linked to this company
- 322
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.