McGrath 2024 Family Trust is listed as Owner at Optimize Wealth Management Inc. in Toronto, Ontario. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Optimize Wealth Management Inc.
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does McGrath 2024 Family Trust work?
McGrath 2024 Family Trust is listed as Owner at Optimize Wealth Management Inc. on SEC Form ADV.
How much of Optimize Wealth Management Inc. does McGrath 2024 Family Trust own?
Form ADV reports a beneficial ownership band of Over 75%.