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June 18, 2020 15:13 ET | Source: Optimize Wealth Management

Optimize Wealth Welcomes Steve Talosi as Senior Financial Planner

TORONTO, June 18, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Steve Talosi to the firm. Steve has considerable experience and has...
June 08, 2020 16:15 ET | Source: Optimize Wealth Management

Optimize Wealth Management Furthers its Nationwide Expansion with the Acquisition of Lifestyle Wealth Inc.

TORONTO, June 08, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management is pleased to announce its recent acquisition of Lifestyle Wealth Inc. With this latest addition, Optimize expands its presence...