Optimize Wealth Management Welcomes Stuart Proctor as Senior Financial Planner, Furthering its Nationwide Expansion
16 sept. 2020 09h38 HE
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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
10 sept. 2020 13h16 HE
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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
02 sept. 2020 10h04 HE
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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
07 août 2020 12h03 HE
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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
27 juil. 2020 13h55 HE
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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
21 juil. 2020 14h43 HE
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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
14 juil. 2020 13h56 HE
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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
07 juil. 2020 09h25 HE
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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
06 juil. 2020 11h01 HE
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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
26 juin 2020 15h08 HE
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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...