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Optimize Financial Group Inc.

OwnerOptimize Wealth Management Inc.

About Optimize Financial Group Inc.

Optimize Financial Group Inc. 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 A

Frequently asked questions

Where does Optimize Financial Group Inc. work?

Optimize Financial Group Inc. is listed as Owner at Optimize Wealth Management Inc. on SEC Form ADV.

How much of Optimize Wealth Management Inc. does Optimize Financial Group Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Optimize Wealth Management Inc.

TitleOwner
OwnershipOver 75%
Control personYes
Since2024