OPTIMIZE WEALTH MANAGEMENT INC. of TORONTO, ONTARIO is an SEC-registered investment adviser (CRD 333695).
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Matthew Joseph Mcgrath | PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE OF MCGRATH 2024 FAMILY TRUST | — |
| Matthew Christopher Tomasic | CHIEF COMPLIANCE OFFICER | — |
| MCGRATH CHRISTOPHER JOSEPH | PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE OF MCGRATH 2024 FAMILY TRUST | — |
| Tomasic Matthew Christopher | CHIEF COMPLIANCE OFFICER | — |