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 6 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 239 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
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
A. S.
Creative Director
Mobile Phone
Email

Optimize Financial Group Employee Metrics

100%

50%

0%

2026

2025

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

Contact profiles from Optimize Financial Group

Name

Title

Contact Info

Location

Last Update

I. C.
Chief Financial Officer
Mobile Phone
Email
CanadaOntario
Jun 17, 2026
C. C.
Chief Corporate Development Officer
Mobile Phone
Email
CanadaOntario
Jun 27, 2026
J. S.
Chief Marketing Officer
Mobile Phone
Email
CanadaOntario
Dec 03, 2025
C. R.
Head Of Ai
Mobile Phone
Email
CanadaOntario
Jul 24, 2026
M. J. M.
Head Of Advisory Channel
Mobile Phone
Email
CanadaOntario
Apr 15, 2026
J. N.
Vice President, Portfolio Manager & Investment Committee Member
Mobile Phone
Email
CanadaOntario
Jul 03, 2026
S. M.
Vp, Regional Sales Manager
Mobile Phone
Email
Canada
Jun 30, 2026
A. S.
Creative Director
Mobile Phone
Email
CanadaOntario
Jun 25, 2026
G. K.
Managing Director, Corporate Development
Mobile Phone
Email
CanadaOntario
Jun 26, 2026
T. P.
Director Of Sales
Mobile Phone
Email
CanadaOntario
Aug 02, 2026

Frequently Asked Questions

What is Optimize Financial Group known for?

Optimize Financial Group was founded in 2009 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 . 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 304 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Chief Financial Officer: I. C.
Chief Corporate Development Officer: C. C.
Chief Marketing Officer: J. S.
Head Of Ai: C. R.
Head Of Advisory Channel: M. J. M.

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Optimize Financial Group Employee Directory

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