Building and managing wealth
In partnership with Optimize Wealth Management, we assist clients with their financial planning needs while at the same time acting as their main point of content for any of their client relationship needs. We work in partnership with our dedicated portfolio management team at Optimize and serve as Relationship Managers and Financial Planners.
Optimize is the next generation in premier wealth management. 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 returns.
We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, debt management, and will preparation. We provide our clients with a holistic approach and advisory relationship to ensure everyone succeeds and prospers together. Why choose Optimize Wealth Management?
· No Load firm. Avoid any unnecessary costs including no annual admin fees on registered accounts and no up-front load fund structure.
· Complete Independence. Variety of in-house managed portfolios and institutional level of portfolio management
· Multi Family Office Services. Investment management, financial planning, will and tax preparation, etc.
· Attractive Investment Returns. Large-cap focus with emphasis on growth and capital protection as well as dynamic asset allocation.
· Pension Style Asset Classes. Go beyond retail investment products with exposure to low correlated asset classes like real estate, infrastructure, private equity/credit, etc.
· Global Financial Strength. Bank level security as all accounts are held with National Bank with more than $300 Billion in assets and 1,000,000 investors. CIPF and CDIC insured.
Optimize Wealth Management is our main investment partner for investment clients at Fincor Financial Group.
For more information on Optimize Wealth, please visit their website at www.optimize.ca