Your partner in personalized, full-service wealth management

As a Portfolio Manager at Optimize, Ivetta Krdyan is passionate about helping clients define and achieve their version of a rich life. Whether it is planning for retirement, supporting family, or creating long-term value, she listens closely to her clients’ goals and provides tailored solutions that align with their lifestyle and aspirations. For Ivetta, no question is too small, and every plan should feel personal.

With a natural affinity for numbers and a love of solving complex problems, Ivetta was drawn to the financial industry by the opportunity to make a lasting and meaningful impact. She thrives on being part of her clients’ journeys and offers guidance that supports both their financial freedom and overall well-being.

Ivetta works closely with advisors and clients to review model portfolios and ensure each one reflects the client’s specific goals. She is proud to be part of a team that uses a thoughtful, three-pillar investment approach focused on high-quality companies, regular rebalancing, and access to Pension Style Assets — private market investments typically out of reach for individual investors.

Outside of work, Ivetta enjoys staying active through bike rides, hiking, and tennis, and she makes the most of summer by attending music festivals. Spending quality time with family and friends is also especially important to her, making summer her favourite season of the year.