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U.S. Investors — Important Notice: The content on this website describes the services of Optimize Wealth Management Inc.'s Canadian operations, regulated by the Canadian Investment Regulatory Organization (CIRO). Optimize Wealth Management Inc. is also registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser; however, its U.S. advisory business is not yet operational, and the descriptions of services, strategies, and fees on this site are not directed at, and should not be relied upon by, U.S. persons or prospective U.S. clients. Optimize Wealth Management Inc.'s U.S. Form ADV Part 2A (Disclosure Brochure) and Form CRS, which describe the firm's U.S. advisory services, fees, and conflicts of interest, are available at www.adviserinfo.sec.gov. U.S. persons seeking information about the firm's U.S. advisory services should contact the firm directly at (866) 209-6862. Registration as an investment adviser does not imply any level of skill or training, and the information on this website has not been approved or verified by the SEC or any state securities authority.

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