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Optimize Financial Group Employee Directory

Financial ServicesOntario, Canada201-500 Employees

Optimize Financial Group has about 320 employees, nearly all of them in North America. Banking and Finance make up over half of the profiles with a known department. Optimize Financial Group's workforce spans 17 departments.

Find Optimize Financial Group employees' phone numbers or email addresses

Optimize Financial Group Global Highlights

Location
Employees

North America
228

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  • Canada
    227
  • United States Of America
    1

Asia
1

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  • India
    1

Optimize Financial Group's Leadership

  • Chief Financial Officer at Optimize Financial Group
    I. C.
    Chief Financial Officer
    Mobile Phone
  • Chief Corporate Development Officer at Optimize Financial Group
    C. C.
    Chief Corporate Development Officer
    Mobile Phone
  • Chief Marketing Officer at Optimize Financial Group
    J. S.
    Chief Marketing Officer
    Mobile Phone
  • Chief Compliance Officer At Optimize Wealth Management at Optimize Financial Group
    M. T.
    Chief Compliance Officer At Optimize Wealth Management
    Mobile Phone
  • Head Of Ai at Optimize Financial Group
    C. R.
    Head Of Ai
    Mobile Phone
  • Head Of Advisory Channel at Optimize Financial Group
    M. J. M.
    Head Of Advisory Channel
    Mobile Phone
  • Managing Director, Corporate Development at Optimize Financial Group
    G. K.
    Managing Director, Corporate Development
    Mobile Phone
  • Managing Director, Corporate Development at Optimize Financial Group
    M. G.
    Managing Director, Corporate Development
    Mobile Phone

Optimize Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Information Technology
  • Product Management
  • Business
  • Other
  • Entertainment
  • Film & Video
  • Business Development

Banking is the largest department at 77% of profiles with a known department, followed by Finance (10%) and Business (1%).

Contact profiles from Optimize Financial Group

Name
Title
Contact
Location
Last Update
  • Chief Financial Officer at Optimize Financial Group
    I. C.
    Chief Financial Officer
    Mobile Phone
    Canada, Ontario
    Aug 27, 2026
  • Chief Corporate Development Officer at Optimize Financial Group
    C. C.
    Chief Corporate Development Officer
    Mobile Phone
    Canada, Ontario
    Aug 27, 2026
  • Chief Marketing Officer at Optimize Financial Group
    J. S.
    Chief Marketing Officer
    Mobile Phone
    Canada, Ontario
    Dec 03, 2025
  • Managing Director, Corporate Development at Optimize Financial Group
    G. K.
    Managing Director, Corporate Development
    Mobile Phone
    Canada, Ontario
    Jun 26, 2026
  • Managing Director, Corporate Development at Optimize Financial Group
    M. G.
    Managing Director, Corporate Development
    Mobile Phone
    Canada, Ontario
    Oct 07, 2026
  • Chief Compliance Officer At Optimize Wealth Management at Optimize Financial Group
    M. T.
    Chief Compliance Officer At Optimize Wealth Management
    Mobile Phone
    Canada, Ontario
    Oct 20, 2026
  • Managing Director, Corporate Development at Optimize Financial Group
    T. P.
    Managing Director, Corporate Development
    Mobile Phone
    Canada, Ontario
    Aug 28, 2026
  • Managing Director, Corporate Development at Optimize Financial Group
    J. H.
    Managing Director, Corporate Development
    Mobile Phone
    Canada, Ontario
    Sep 17, 2026
  • Head Of Ai at Optimize Financial Group
    C. R.
    Head Of Ai
    Mobile Phone
    Canada, Ontario
    Oct 08, 2026
  • Head Of Advisory Channel at Optimize Financial Group
    M. J. M.
    Head Of Advisory Channel
    Mobile Phone
    Canada, Ontario
    Apr 15, 2026

Frequently Asked Questions

What are the largest departments at Optimize Financial Group?

Minus sign iconPlus sign iconBanking is the largest department at 77% of profiles with a known department, followed by Finance (10%) and Business (1%). Optimize Financial Group's workforce spans 17 departments.

How many employees does Optimize Financial Group have currently?

Minus sign iconPlus sign iconOptimize Financial Group has approximately 320 employees as of October 2026. These team members are located across 2 continents, including North America and Asia.

Who are Optimize Financial Group's key employees and leadership?

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As of October 2026, Optimize Financial Group's key employees include:

  • Chief Financial Officer: I. C.
  • Chief Corporate Development Officer: C. C.
  • Chief Marketing Officer: J. S.
  • Chief Compliance Officer At Optimize Wealth Management: M. T.
  • Head Of Ai: C. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Optimize Financial Group's most common email format?

Minus sign iconPlus sign iconOptimize Financial Group employees' email format typically follows the pattern of First.Last@optimize.ca. Trying to find reliable and up-to-date employee contact data? Find more Optimize Financial Group email formats with LeadIQ.

What is Optimize Financial Group known for?

Minus sign iconPlus sign iconOptimize Financial Group was founded in 2009 and operates in the Financial Services industry. Explore Optimize Financial Group's company overview page for more information.

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