Optimize Financial Group
Optimize Financial Group is the premier wealth management solution, designed to reach your goals. We are the next generation in premier wealth management.
We judge our success and value based on how well your financial goals are achieved, not ours. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect.
We’re happy to welcome Ramsay Mery to Optimize Wealth Management!
With over 40 years of industry experience, Ramsay brings deep expertise in comprehensive financial planning, tax-efficient strategies, and estate planning.
Early in his career, he played an integral role in building India’s open-end mutual fund industry, an experience that still fuels his passion for innovation in financial services.
Guided by a simple philosophy that success is built on trust, clear communication, and consistent effort, Ramsay helps clients move through their financial journeys with clarity and confidence.
A great addition to the Optimize community. Welcome, Ramsay!
09/21/2026
“George Chuvalo is the toughest guy I ever fought.” — Muhammad Ali
In the newest edition of The Week Ahead, James Neals, Vice President & Portfolio Manager, shares how a legendary Canadian boxing story reveals an essential market truth: despite taking continuous punches from higher yields, oil shocks, and geopolitical uncertainty, the market’s capacity to absorb bad news and stay on its feet is far stronger than expected.
Swipe through to read our 3 key market outlooks for this week!
This week’s Market Update breaks down what moved markets this past week and previews what’s ahead:
- Stocks and bonds rebounded as easing oil prices calmed inflation worries.
- Homebuyers returned despite higher mortgage rates.
- AI leaders focused on responsible, well-tested innovation.
- Accenture gained 7.87%, leading portfolio performance.
- Communication Services and Quality led performance.
Next week, investors will be watching Canadian retail sales and U.S. durable goods orders.
Investing
Sources: Bloomberg (September 17, 2026), Optimize Asset Management (September 18, 2026).
09/14/2026
“Vote for me and all your wildest dreams will come true.” - Napoleon Dynamite
Elections are fueled by grand campaign promises, but for investors, reality usually looks very different. In this edition of The Week Ahead, James Neals, CFA, Vice President & Portfolio Manager, explains why a gridlocked Washington might deliver something far less exciting than Pedro promised, but much better for markets.
Swipe through to read our 3 key market outlooks for this week!
Our latest Weekly Market Update covers the most important market developments from the past week and previews the major events to watch ahead:
- Treasury yields extended their climb, with the 10-year reaching 4.93% and offering improved income opportunities.
- U.S. producer prices rose 0.4% in August, while core inflation remained moderate at 0.2%.
- Institutional AI investment broadened beyond technology into utilities, industrials, and real assets.
- Meta Platforms gained 10.26%, leading our portfolio performance following the launch of its Muse AI assistant.
- Communication Services led our sectors while Momentum was our strongest strategy.
Next week, investors will be watching Canadian inflation data, the U.S. Federal Reserve rate decision, and U.S. housing starts.
Sources: Bloomberg (September 10, 2026), Optimize Asset Management (September 10, 2026), Statistics Canada (September 10, 2026), Federal Reserve (September 10, 2026).
We’re happy to welcome Ivan Burt to Optimize Wealth Management!
With 36 years of industry experience, Ivan brings a practical, hands-on approach to insurance and financial planning.
His background in accounting and business systems gives him a sharp, organized eye for detail when crafting tailored retirement strategies.
Known for his honest, straightforward style, Ivan focuses on creating clear, step-by-step plans that give clients total confidence in their financial future.
A great addition to the Optimize community. Welcome, Ivan!
We’re happy to welcome Allan Proos to Optimize Wealth Management.
With extensive experience in the financial services industry, Allan has built a strong foundation in investment advisory, financial planning, and wealth management. He takes pride in helping clients navigate their financial journey with strategies tailored to their unique goals.
A great addition to the Optimize community. Welcome, Allan!
09/08/2026
“His artistic skills are well below the class average, and he has yet to demonstrate much in the way of creativity. However, he is extremely kind and helpful to his classmates.” — Grade 4 Art Teacher
In the very first edition of The Week Ahead, James Neals, Vice President & Portfolio Manager, shares how an elementary school report card revealed an essential market truth: you don’t have to be the best at picking winners if you are disciplined at avoiding disasters.
Swipe through to read our 3 key market outlooks for this week.
Our latest Weekly Market Update covers the most important market developments from the past week and previews the major events to watch ahead:
- U.S. services activity picked up as demand strengthened.
- Bond markets rallied as inflation continued to ease.
- Nvidia expanded its AI reach with a $13 billion acquisition.
- Salesforce gained 24.95%, leading portfolio performance.
- Information Technology and Size led performance.
Next week, investors will be watching U.S. producer prices, existing home sales, and inflation data.
Sources: Bloomberg (September 3, 2026), Optimize Asset Management (September 3, 2026).
This week’s Market Update explores the trends that influenced markets over the past week and the key events coming up next:
- Nvidia’s strong outlook pointed to continued momentum in AI investment.
- Technology gains expanded beyond chipmakers into software and cloud.
- Salesforce showed how AI adoption is translating into business growth.
- Meta gained 5.51%, leading our portfolio performance.
- Communication Services led our sectors while Quality was our strongest strategy.
Next week, investors will be watching the Bank of Canada’s interest rate decision, Canadian employment data, and the U.S. jobs report.
Sources: Bloomberg (August 27, 2026), Optimize Asset Management (August 27, 2026).
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Website
Address
205 Yonge Street
Toronto, ON
M5B0C4
Opening Hours
| Monday | 9am - 6pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 6pm |
| Thursday | 9am - 6pm |
| Friday | 9am - 6pm |