| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Christopher Tomasic Control | Chief Compliance Officer | Under 5% | 2024 |
| Matthew Joseph McGrath Control | President And Chief Executive Officer | Under 5% | 2024 |
| Optimize Financial Group Inc. Control | Owner | Over 75% | 2024 |
Optimize Wealth Management Inc. reports 4 employees.
Optimize Wealth Management Inc. is based in Toronto, Ontario and has been SEC-registered since 2024.
Optimize Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 205 Yonge St, Toronto, Ontario M5B 0C4 |
| Phone | 866-209-6862 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | HQ |
| CIK | 2058686 |
| Discloses disciplinary history | No |