Wealth with purpose. Advice with intention.
Our mission is to help you reach your singular financial goals, through powerful investing tools and a bespoke service built around you
To guide you through life’s decisions with a plan that creates wealth with intention.
Matthew McGrath
President, Chief Executive Officer, and Chief Investment Officer
In 2009, I founded Optimize with one mission: to provide all of our clients with the highest level of wealth management available – regardless of their net worth. That means institutional-level investing combined with white-glove service for all your financial needs and goals. It’s the kind of service traditionally reserved for ultra-high-net-worth individuals. But at Optimize, we believe that everyone deserves to create wealth with intention.
Mike Killeen
General Counsel
Irene Cameron
Chief Financial Officer
Chris Coholan
Chief Corporate Development Officer
Tom Durston
Chief Operating Officer
Kevin Fobert
Head, Private Client
Philip Bielecki
Vice President Trading Research
Matthew Tomasic
Chief Compliance Officer
Supporting First Nations Communities
Optimize recognizes the systemic barriers that continue to affect First Nations communities across Canada. Our approach is to listen, learn, and support initiatives that advance equity and dignity, with a particular focus on closing the education and opportunity gap for Indigenous youth.
Investing in Youth
The next generation holds the potential to shape a stronger, more resilient Canada. That’s why we have to invest in them now. With youth homelessness and poverty on the rise, Optimize is committed to backing organizations that open doors to education, housing, and support services.
Head Office
- 205 Yonge St, Toronto, ON M5B 0C4, Canada
- +1 866-209-6862