Optimize Financial Inc. is an independent financial planning and investment advisory firm based in Ottawa, Canada. The company provides a comprehensive suite of services including personalized financial planning, discretionary investment management, and insurance solutions. Their mission is to offer transparent, client-focused advice with a holistic approach, helping clients achieve their financial goals such as retirement, estate planning, and wealth accumulation. As a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in certain Canadian provinces, they operate on a fiduciary basis, prioritizing their clients' best interests.

Founded in

United States