Your partner in personalized, full-service wealth management

At Optimize, Matthew Laberge works with clients at all stages — those who haven’t invested a cent, as well as seasoned investors who are looking for a new strategy. Meeting clients where they are is important to Matthew. He knows strategies aren’t one-size-fits-all, which is why he creates a distinct roadmap for each investor.

Matthew also supports his clients through Optimize’s comprehensive Multi-Family Office Suite, which integrates financial planning, portfolio management, tax and estate preparation, insurance, and debt solutions. 

He is committed to staying on the pulse of market trends to offer investors proactive advice. That’s why his clients see him as a trusted partner who is focused on their long-term financial success. 

Outside of work, Matthew is passionate about giving back to the community. He is a  founding member of the Strathroy Canada Day event, and actively engages in planning and fundraising. Matthew has overseen more than 6,000 attendees and raised $10,000 toward the local breakfast club program. 

Even though Jill Zavitz has one year of experience in financial services as an Administrative Assistant, she brings a unique skillset to the industry: “down the road” planning. Previously working in funeral services, she has extensive experience in helping families understand and prepare for end-of-life expenses and estate administration, including handling life insurance claims and pension notifications. 

Curiosity and courage drive how Jill supports her team and their clients. She believes it’s never too late to learn something new. She is currently working toward completing her Life Licence Qualification Program (LLQP) through Advocis. Her prior degrees include: a Bachelor of Arts in psychology from the University of Western Ontario, a Funeral Service Education diploma from Humber College, and a certification in Grief Studies from the Center for Loss and Life Transitions.

Jill is fluent in client and community service, making wealth management a natural fit. She has guided more than 4,000 families through advanced planning, and she also helped design a funeral home’s aftercare program, which is still used today to support families. 

Beyond work, Jill enjoys participating in spin bike classes, reading, baking, travelling, and spending time outdoors. She also loves game nights with her family and friends. 

Ivetta Krdyan is a Portfolio Manager at Optimize and is dedicated to helping clients achieve their long-term financial aspirations. She works closely with advisors and clients to review model portfolios, making sure each one reflects their collection of unique goals. 

She believes every plan and portfolio adjustment should feel personal, that even the smallest questions matter. Whether it’s planning for retirement or building legacies, she listens closely, providing tailored solutions for advisors, so they can offer guidance that aligns with their clients’ financial objectives. 

While Ivetta has a natural affinity for numbers and a passion for solving complex problems, what truly drew her to the financial industry was the opportunity to make a lasting impact. She takes pride in collaborating with advisors and clients to make recommendations that support people’s financial freedom and well-being.

Outside of work, she enjoys biking, hiking, and playing tennis. She makes the most of summer by attending music festivals. Ultimately though, she values spending time with family and friends.