Optimize Financial Group
Financial Services • 
Toronto, Ontario, Canada • 201-500 Employees
Company overview
| Headquarters | 205 Yonge St, Toronto, Ontario M5B 0C4, CA |
| Phone number | +18662096862 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Debt Management, Investments, Mortgages, Tax Planning, Financial Advice, Education Savings, Loans, Portfolio Management, Insurance, Financial Planning, Tax Preparation, Investment Management, Wealth Advisory Services, Executive & Business Services, Will Estate And Planning |
| Founded | 2009 |
| Employees | 201-500 |
| Socials |
Key Contacts at Optimize Financial Group
Timour Prokopiev
Director Of Sales
Gary Kouyoumjian
Managing Director, Corporate Development
Matt Downie
Managing Director, Corporate Development
Robert Orgera
Director, Corporate Development
John Pritchard
Managing Director Corporate Development
Jacob Haynes
Director, Corporate Development
Brandon Stevens
Director, Corporate Development
Joel Carriere
Managing Director, Corporate Development
Optimize Financial Group Email Formats
Optimize Financial Group uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@optimize.ca), used 78.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@optimize.ca | 78.8% |
{first initial}.{last name} | j.doe@optimize.ca | 19.9% |
About Optimize Financial Group
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.
Optimize Financial Group revenue & valuation
| Annual revenue | $181,026 |
| Revenue per employee | $1,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $579,283 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Optimize Financial Group has 94 employees across 9 departments.
Departments
Number of employees
Funding Data
Optimize Financial Group has never raised funding before.
Optimize Financial Group Tech Stack
Discover the technologies and tools that power Optimize Financial Group's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
CMS
UI frameworks
JavaScript libraries
Maps
JavaScript libraries
Reverse proxies
JavaScript libraries
CDN
JavaScript libraries
Analytics
United States
Chile
Frequently asked questions
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