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We provide regular market updates from Optimize Wealth Management. Here are the latest market headlines and market movements. If you … Continue reading >Market Update – November 2023

OCTOBER 16, 2023 In this Optimize Weekly Market Recap, our President and CEO Matthew McGrath discusses the latest U.S. inflation … Continue reading >Market Update – October 2023

The Weekly Market Update provides insights and analysis on the ever-changing landscape of financial markets. In this update, Optimize Wealth … Continue reading >Market Update – September 2023

The latest recap shared happenings and movements that have impacted the market. The Bank of Canada raised rates by 25 … Continue reading >Market Update – July 2023

In May, equities continued to get stronger. Large-cap companies delivered impressive returns relative to year-to-date, and the Federal Reserve’s recent … Continue reading >Market Update – May 2023

Investing for the future and managing your wealth can feel daunting and complex. Fortunately, an experienced and knowledgeable financial advisor … Continue reading >5 things to discuss with your financial advisor

The team at Fincor Financial is pleased to announce that we are upgrading our wealth platform! We are partnering with … Continue reading >Fincor Financial is partnering with Optimize Wealth Management

The fourth quarter started well for investors, with Canadian and U.S. stocks up over 10% in the first two months … Continue reading >Market Report: January 2023

Investors had a lot to feel optimistic about in November as equity markets rallied again, inflation continued cooling, and the … Continue reading >Market Report: December 2022

As 2022 winds down, it’s time to assess your finances and prepare for another year. Reviewing your finances and planning … Continue reading >Wrap up the year with this financial checklist