From our founding to today, explore the journey that transformed us into one of Canada's most dynamic wealth management firms.
2009
- Optimize is Founded and Opens its First Office in The Distillery District of Toronto.
2010
- Optimize Launches Canada's First Robo Advisor Platform to Democratize Premium Wealth Management.
2011
- Optimize Expands into the United States with its First Office in Lower Manhattan, New York City.
2014
- Optimize's Head Office is Moved to the 45th Floor of the TD Canada Trust Tower in Toronto's Financial District.
2016
- Optimize Creates and Offers its Advisor Platform to Select Premium Financial Advisors and Professionals.
2017
- Industry Veteran and Globe and Mail Contributor Warren MacKenzie named as Head of Financial Planning
2018
- Optimize's Financial Services are expanded to include Tax and Will Preparation, Insurance and Debt Solutions, Estate and Financial Planning in addition to Premium Portfolio Management
2019
- Optimize initiates its Nationwide Expansion, with the acquisitions of two Ontario-based Wealth Management Firms
2020
- Optimize's Nationwide Expansion accelerates, opening offices and welcoming Premium Financial Professionals across Canada.
2022
- Optimize's Advisor Platform enables Optimize to become one of Canada's Fastest Growing Wealth Management Firms