Company Performance Metrics
- Irene Cameron: CFO
- Troy Hale: Investment AdvisorPast Role: IG Wealth Management, Advisor
Optimize Wealth Management is a Canadian-based full-service wealth management firm founded in 2009 and headquartered in Toronto, Ontario. The firm provides a comprehensive range of financial solutions, including personalized financial planning, investment portfolio management, tax preparation, insurance solutions, and will and estate planning.
Known for its client-first approach, Optimize integrates traditional advisory expertise with advanced financial technology—launching Canada’s first robo-advisor platform in 2010—to make institutional-grade investment strategies accessible to investors of all sizes. With a national footprint across Canada and a presence in the United States, Optimize operates from its historic headquarters at 205 Yonge Street, a landmark neoclassical building in Toronto’s financial district, symbolizing the firm’s long-term commitment to stability, growth, and premier client service.