Optimize Financial Group Employee Directory

Q: What is Optimize Financial Group known for?

Optimize Financial Group was founded in 2009. Optimize Financial Group operates in the Financial Services industry.

Q: How many employees does Optimize Financial Group have currently?

Optimize Financial Group has approximately 229 employees.

Financial ServicesCanada201-500 Employees

At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life.

What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth.

Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future.

Set your goals. Let’s make them happen.

Find Optimize Financial Group employees' phone numbers or email addresses

Optimize Financial Group Global Highlights

North America
216

Canada
215
United States Of America
1

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. J. M.
Head Of Advisory Channel
Mobile Phone
Email
S. M.
Vp, Regional Sales Manager
Mobile Phone
Email
G. K.
Managing Director, Corporate Development
Mobile Phone
Email
T. P.
Director Of Sales
Mobile Phone
Email
J. H.
Managing Director, Corporate Development
Mobile Phone
Email

Contact profiles from Optimize Financial Group

Name

Title

Contact Info

Location

Last Update

I. C.
Chief Financial Officer
Mobile Phone
Email
CanadaOntario
Nov 03, 2025
C. C.
Chief Corporate Development Officer
Mobile Phone
Email
CanadaOntario
May 08, 2024
J. S.
Chief Marketing Officer
Mobile Phone
Email
CanadaOntario
Nov 04, 2025
M. J. M.
Head Of Advisory Channel
Mobile Phone
Email
CanadaOntario
Oct 22, 2025
S. M.
Vp, Regional Sales Manager
Mobile Phone
Email
Canada
Nov 04, 2025
G. K.
Managing Director, Corporate Development
Mobile Phone
Email
CanadaOntario
Nov 12, 2025
T. P.
Director Of Sales
Mobile Phone
Email
CanadaOntario
Nov 04, 2025
J. H.
Managing Director, Corporate Development
Mobile Phone
Email
CanadaOntario
Nov 04, 2025
J. C.
Managing Director, Corporate Development
Mobile Phone
Email
CanadaOntario
Oct 21, 2025
M. R.
Manager, Digital Marketing & Lead Generation
Mobile Phone
Email
CanadaOntario
Nov 04, 2025

Frequently Asked Questions

What is Optimize Financial Group known for?

Optimize Financial Group was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 205 Yonge St, Toronto, Ontario M5B 0C4, CA. 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 229 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of October 2025, 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 Advisory Channel: M. J. M.
Vp, Regional Sales Manager: S. M.

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