Optimize Wealth Management Welcomes Stuart Proctor as Senior Financial Planner, Furthering its Nationwide Expansion
September 16, 2020 09:38 ET
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Optimize Wealth Management
TORONTO, Sept. 16, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Stuart Proctor to the firm. Stuart has an extensive history of...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Wayne Lambert as Senior Financial Planner
September 10, 2020 13:16 ET
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Optimize Wealth Management
TORONTO, Sept. 10, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Wayne Lambert to the firm. Wayne has an established history of...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Palhad as Senior Financial Planner
September 02, 2020 10:04 ET
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Optimize Wealth Management
TORONTO, Sept. 02, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Joe Palhad to the firm. Joe has extensive experience in the financial...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Mike Poulin as Senior Financial Planner
August 07, 2020 12:03 ET
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Optimize Wealth Management
TORONTO, Aug. 07, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Mike Poulin to the firm. Mike has 25 years experience helping families...
Optimize Wealth Management Furthers its Nationwide Expansion with the Acquisition of Belmont Village Financial Group
July 27, 2020 13:55 ET
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Optimize Wealth Management
TORONTO, July 27, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management is pleased to announce its recent acquisition of Belmont Village Financial Group. With this latest addition, Optimize expands...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Dino Berardocco as Senior Financial Planner
July 21, 2020 14:43 ET
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Optimize Wealth Management
TORONTO, July 21, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the addition of Senior Financial Planner Dino Berardocco to the firm. Dino has been in the financial services industry...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Borges as Senior Financial Advisor
July 14, 2020 13:56 ET
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Optimize Wealth Management
TORONTO, July 14, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the addition of Senior Financial Advisor Joe Borges to the firm. Joe has over 30 years experience in the financial...
UPDATE - Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Patrick Bellmore as Senior Financial Advisor
July 07, 2020 09:25 ET
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Optimize Wealth Management
TORONTO, July 07, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the addition of Senior Financial Advisor Patrick Bellmore to the firm. Patrick has over 15 years experience in the...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Patrick Belmore as Senior Financial Advisor
July 06, 2020 11:01 ET
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Optimize Wealth Management
TORONTO, July 06, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the addition of Senior Financial Advisor Patrick Belmore to the firm. Patrick has over 15 years experience in the...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Leigh Hogg as Senior Financial Planner
June 26, 2020 15:08 ET
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Optimize Wealth Management
TORONTO, June 26, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Leigh Hogg to the firm. Leigh has over 35 years experience in the...