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Matthew Christopher Tomasic

Chief Compliance OfficerOptimize Wealth Management Inc.CRD 8011276

About Matthew Christopher Tomasic

Matthew Christopher Tomasic is listed as Chief Compliance Officer at Optimize Wealth Management Inc. in Toronto, Ontario. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Optimize Wealth Management Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Christopher Tomasic work?

Matthew Christopher Tomasic is listed as Chief Compliance Officer at Optimize Wealth Management Inc. on SEC Form ADV.

How much of Optimize Wealth Management Inc. does Matthew Christopher Tomasic own?

Form ADV reports a beneficial ownership band of Under 5%.

Optimize Wealth Management Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
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