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Matthew Joseph McGrath

President And Chief Executive OfficerOptimize Wealth Management Inc.CRD 5755307

About Matthew Joseph McGrath

Matthew Joseph McGrath is listed as President And Chief Executive Officer at Optimize Wealth Management Inc. in Toronto, Ontario. Form ADV reports a beneficial ownership band of Under 5%. Matthew Joseph McGrath is associated with 2 registered advisers.

Reported ownership

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

Frequently asked questions

Where does Matthew Joseph McGrath work?

Matthew Joseph McGrath is listed as President And Chief Executive Officer at Optimize Wealth Management Inc. on SEC Form ADV.

How much of Optimize Wealth Management Inc. does Matthew Joseph McGrath own?

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

Optimize Wealth Management Inc.

TitlePresident And Chief Executive Officer
OwnershipUnder 5%
Control personYes
Since2024
View Optimize Wealth Management Inc. →

Optimize Wealth Management Inc.

TitleTrustee Of Mcgrath 2024 Family Trust
Ownership—
Control personYes
Since2024
View Optimize Wealth Management Inc. →