Optimize Wealth Management

Optimize Wealth Management is a Canadian financial planning and wealth management firm. According to its official website, it provides private wealth management advice designed to help clients manage, preserve, and elevate every aspect of their financial lives. The firm was founded in 2009 by Matthew McGrath, who serves as President, Chief Executive Officer, and Chief Investment Officer. In his founding statement, McGrath said the mission was to provide all clients with the highest level of wealth management available regardless of their net worth, combining institutional-level investing with white-glove service. The firm positions itself around "wealth with intention," offering investment strategies that include direct access to institutional strategies typically reserved for pension funds and endowments. Its portfolio management process emphasizes value, growth, and stability, focusing on large, readily traded public companies with solid fundamentals, dynamic asset allocation that adapts to market conditions, and pension-style assets such as infrastructure, private equity, and real estate. The website notes that it balances equities with pension-style investments from managers including KKR, Apollo, and Goldman Sachs. Beyond investment management, Optimize provides family office services: financial planning, will and estate planning, tax preparation and planning, loans and mortgages, and insurance solutions. The firm serves clients across Canada and describes its offering as high-level investing with a personal touch. Its leadership team includes Irene Cameron as Chief Financial Officer, Chris Coholan as Chief Corporate Development Officer, Kevin Fobert as Head of Private Client, Philip Bielecki as Vice President of Trading & Research, and Matthew Tomasic as Chief Compliance Officer. Optimize also operates the Optimize Foundation, which supports First Nations communities across Canada, with a focus on closing education and opportunity gaps for Indigenous youth, and invests in youth-focused organizations addressing homelessness and poverty. The firm publishes market insights and commentary through its Optimize Insights channel.

Optimize Wealth Management was founded in 2009 by Matthew McGrath, who continues to lead the firm as President, Chief Executive Officer, and Chief Investment Officer. In a message on the company's website, McGrath states that he founded Optimize with the mission of providing all clients with the highest level of wealth management available, regardless of their net worth. The firm was built around the idea of bringing institutional-level investing and white-glove service—traditionally reserved for ultra-high-net-worth individuals—to a broader client base. From its Canadian base, Optimize has developed a service model that combines portfolio management with family office services. Its investment approach focuses on large, publicly traded companies with solid fundamentals, dynamic asset allocation that adjusts to market conditions, and pension-style assets such as infrastructure, private equity, and real estate. The firm highlights access to institutional strategies from managers including KKR, Apollo, and Goldman Sachs. Over time, Optimize has expanded its leadership team and service offerings. The current leadership includes Irene Cameron as Chief Financial Officer, Chris Coholan as Chief Corporate Development Officer, Kevin Fobert as Head of Private Client, Philip Bielecki as Vice President of Trading & Research, and Matthew Tomasic as Chief Compliance Officer. The firm also operates the Optimize Foundation, which supports First Nations communities across Canada and invests in youth-focused initiatives. Optimize publishes market commentary through its Optimize Insights channel.

• 2009

  Matthew McGrath founds Optimize Wealth Management.

Institutional-level investing combined with white-glove service for all clients, regardless of net worth.

• Private wealth management

  Advice to manage, preserve, and elevate every aspect of a client's financial life.

• Portfolio management

  Focus on large, publicly traded companies with solid fundamentals, dynamic asset allocation, and pension-style assets.

• Family office services

  Financial planning, will and estate planning, tax preparation and planning, loans and mortgages, and insurance solutions.

1. 1Create Wealth with Intention | Optimize Private Wealthowm.com
2. 2About Optimize | Wealth Management with Purposeowm.com
3. 3Optimize Wealth Management - Wikidatawikidata.org