Business Insider

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 its ...
Business Insider

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 helping ...

How Private Banking Works — And Why Technology is Redefining Wealth Management

Private banking is evolving from a relationship-only model into a technology-enabled wealth advisory ecosystem. Across Europe ...