What departments does Optimize Financial Group have?

Optimize Financial Group has employees across 15 departments including Finance, Business Development, Marketing, Sales, Arts & Design.

What is the largest department at Optimize Financial Group?

The largest department at Optimize Financial Group is Finance with 7 employees.

Where are Optimize Financial Group employees located globally?

Optimize Financial Group has employees across 2 continents and 2 countries including India, Canada.

How has Optimize Financial Group's team size changed over time?

Optimize Financial Group's team has grown from approximately 224 to 267 employees based on available data.

Optimize Financial Group Employee Directory

Financial ServicesOntario, Canada201-500 Employees

Optimize Financial Group is a Canadian financial services firm based in Toronto that offers a comprehensive set of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions. Its investment approach emphasizes institutional-grade discipline, focusing on solid public companies, adaptive asset allocation, and pension-style strategies intended to limit downside risk while building durable wealth. This holistic framework seeks to balance protection with growth, providing clients with greater clarity and confidence in shaping their financial futures.

The firm serves individuals and families seeking integrated wealth management and risk protection within the financial services sector. Based in Toronto, it operates as a mid-sized firm and has expanded its footprint with new offices in Bridgewater, Nova Scotia, and Waterdown, Ontario. In 2025, trade press reported that Optimize Financial Group launched a suite of intelligent apps for SureCam's video telematics platform and formed a partnership with SureCam.

Optimize Financial Group Global Highlights

North America
240

Canada
240

Asia
1

India
1

Optimize Financial Group's Leadership

I. C.
Chief Financial Officer
Mobile Phone
Email
C. C.
Chief Corporate Development Officer
Mobile Phone
Email
J. S.
Chief Marketing Officer
Mobile Phone
Email
M. T.
Chief Compliance Officer At Optimize Wealth Management
Mobile Phone
Email
C. R.
Head Of Ai
Mobile Phone
Email
M. J. M.
Head Of Advisory Channel
Mobile Phone
Email
J. N.
Vice President, Portfolio Manager & Investment Committee Member
Mobile Phone
Email
S. M.
Vp, Regional Sales Manager
Mobile Phone
Email

Optimize Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Information Technology
Product Management
Business
Other
Entertainment
Film & Video
Business Development

Contact profiles from Optimize Financial Group

Name

Title

Contact

Location

Last Update

I. C.
Chief Financial Officer
Mobile Phone
Email
Canada, Ontario
Aug 27, 2026
C. C.
Chief Corporate Development Officer
Mobile Phone
Email
Canada, Ontario
Aug 27, 2026
J. S.
Chief Marketing Officer
Mobile Phone
Email
Canada, Ontario
Dec 03, 2025
M. T.
Chief Compliance Officer At Optimize Wealth Management
Mobile Phone
Email
Canada, Ontario
Aug 27, 2026
C. R.
Head Of Ai
Mobile Phone
Email
Canada, Ontario
Sep 04, 2026
M. J. M.
Head Of Advisory Channel
Mobile Phone
Email
Canada, Ontario
Apr 15, 2026
J. N.
Vice President, Portfolio Manager & Investment Committee Member
Mobile Phone
Email
Canada, Ontario
Aug 27, 2026
S. M.
Vp, Regional Sales Manager
Mobile Phone
Email
Canada
Aug 27, 2026
A. S.
Creative Director
Mobile Phone
Email
Canada, Ontario
Aug 27, 2026
G. K.
Managing Director, Corporate Development
Mobile Phone
Email
Canada, Ontario
Jun 26, 2026

Frequently Asked Questions

What is Optimize Financial Group known for?

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

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

Optimize 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.

How many employees does Optimize Financial Group have currently?

Optimize Financial Group has approximately 315 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

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

As of August 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.

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Optimize Financial Group Employee Directory

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