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September 16, 2020 09:38 ET | Source: Optimize Wealth Management

Optimize Wealth Management Welcomes Stuart Proctor as Senior Financial Planner, Furthering its Nationwide Expansion

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...
September 10, 2020 13:16 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Wayne Lambert as Senior Financial Planner

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...
September 02, 2020 10:04 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Palhad as Senior Financial Planner

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...
August 07, 2020 12:03 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Mike Poulin as Senior Financial Planner

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...
July 27, 2020 13:55 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion with the Acquisition of Belmont Village Financial Group

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...
July 21, 2020 14:43 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Dino Berardocco as Senior Financial Planner

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...
July 14, 2020 13:56 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Borges as Senior Financial Advisor

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...
July 07, 2020 09:25 ET | Source: Optimize Wealth Management

UPDATE - Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Patrick Bellmore as Senior Financial Advisor

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...
July 06, 2020 11:01 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Patrick Belmore as Senior Financial Advisor

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...
June 26, 2020 15:08 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Leigh Hogg as Senior Financial Planner

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...