Our Services 

Our Portfolio Management Process

At Optimize, every client is viewed differently and uniquely. We structure your accounts based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions. When it comes to matching your objectives with an investment portfolio, ‘one size fits all’ has no place at Optimize. Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation.

The Optimize Portfolio Management Process focuses on three key components to create wealth over time for our investors.

1. Solid Large-Cap Public Companies
2. Dynamic Asset Allocation
3. Pension-Style Asset Classes

...And it doesn't stop there

• Ongoing Performance Review Meetings

• Constant Monitoring Across All Accounts

• Personalized and Prudent Portfolios

• Our Constant Commitment to You

Family Office Services

Comprehensive Financial Planning

• Starts by defining your life goals in the short, medium and long term. Prioritise your goals and think about what you want to achieve, but also think about some hurdles which you may have to overcome as well. Once you’ve set your goals, we will help you design a concrete financial plan to make them happen in the most efficient and practical manner possible. Comprehensive Financial Planning is about getting organized; being in control of your money rather than letting your money control you.

Will and Estate Planning

• As we go through the various stages of life, we spend an enormous amount of time accumulating wealth and building assets for our family and loved ones. However, passing on your wealth and assets without unnecessary taxes or expenses requires prudent estate planning. Your will is as unique as you are, and taking the time to complete your will now enables you to provide for those closest to you.

Tax Preparation

• At Optimize, we offer a wide range of innovative tax preparation services designed to meet your specific tax situation. From busy employees and executives to seasoned entrepreneurs, everyone can benefit from our team of experienced tax specialists. When it comes to assessing your personal tax situation, we will help you optimize your tax returns with any tax credits and deductions available to you. You work hard for your money and you deserve to keep as much of it as possible. Work with us to optimize your tax return and we’ll show you how.

Mortgage Solutions

• At Optimize, we are fixated on finding you the right mortgage or financing solution for your specific financial goals through our licensed business partner.  Arranging a mortgage for a property or leveraging assets can be a hard and drawn-out process, but it doesn’t have to be. Let one of our team members connect you with an experienced mortgage professional to help make the process quick, easy, and hassle-free.

Insurance

• The right insurance solution offers peace of mind, helping you take steps to avoid perils that could result in a financial downturn. That’s why prudent insurance strategies can play a key role in any comprehensive wealth management plan. Insurance solutions have very unique and specific benefits for both individuals and businesses. We are always ready to identify your options and help you select the right insurance solution for your particular situation.