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</div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-1 row-number-6 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1643056916076" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module text-center inherit text-base heading-default relative fadeUp load-hidden hatch-animation" style=""> <div class="content-wrapper"><p style="font-size: 30px; line-height: 1.5;"><em><span style="color: #ffffff;">Set Your Goals. Make Them Happen.</span></em></p></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-1 row-number-7 cell_16408086329702-row-2-padding dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_1640808765012" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative button-wrapper text-center mb:text-center "> <div class="inline-flex items-center flex-wrap justify-center mb:justify-center"> <div class="fadeUp load-hidden hatch-animation"> <a href="https://meetings.optimize.ca/meetings/introductory-meeting/demo" class="relative btn-m btn btn-outline btn-white btn-outline-3 text-white fill-white btn-icon- " target="_blank" rel="noopener"> Get My Complimentary Financial Plan </a> </div> </div> </div></div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-1 row-number-8 dnd_area-row-1-padding dnd_area-row-1-vertical-alignment dnd_area-row-1-background-color dnd_area-row-1-max-width-section-centering dnd-section dnd_area-row-1-background-layers"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell cell_16408084813422-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-9 cell_16408084813422-row-0-vertical-alignment dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell cell_1643929566396-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-10 dnd-row cell_1643929566396-row-0-padding"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1641932273287" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomIn"> <div class="content-wrapper"><p style="font-size: 40px; text-align: center; line-height: 1.5;"><span style="color: #002e5d;">Welcome to <strong>Optimize</strong></span></p> <p> </p></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-1 row-number-11 cell_1643929566396-row-1-margin cell_1643929566396-row-1-padding dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1643654982018" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomIn"> <div class="content-wrapper"><p style="font-size: 20px; text-align: center; line-height: 2;"><span style="color: #002e5d;">We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, debt management, and will preparation.</span><span style="color: #002e5d;"></span></p> <p style="font-size: 20px; text-align: center; line-height: 2;"> </p> <p style="font-size: 20px; text-align: center; line-height: 2;"><span style="color: #002e5d;">We provide our clients with an entirely holistic approach and advisory relationship to ensure everyone succeeds and prospers together.</span></p></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-1 row-number-12 cell_16408084813422-row-1-vertical-alignment dnd-row cell_16408084813422-row-1-padding"> <div class="row-fluid "> <div class="span4 widget-span widget-type-cell cell_1643930475599-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="0" data-w="4"> <div class="row-fluid-wrapper row-depth-1 row-number-13 dnd-row cell_1643930475599-row-0-padding"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_16421925381453" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative module_16421925381453 "> <div class="counter-module shadow-none zoomIn"> <h3 class="counter text-5xl mb-3" data-counter="227"><span></span>%</h3> <p class="text-sm"> <font size="+1">Annual Growth in Assets</font></p> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> <div class="span4 widget-span widget-type-cell cell_16439304755993-padding cell_16439304755993-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="4" data-w="4"> <div class="row-fluid-wrapper row-depth-1 row-number-14 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_1642192536542" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative module_1642192536542 "> <div class="counter-module shadow-none zoomIn"> <h3 class="counter text-5xl mb-3" data-counter="223"><span></span>%</h3> <p class="text-sm"> <font size="+1">Annual Growth in Employees</font></p> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> <div class="span4 widget-span widget-type-cell cell_1643930479291-padding cell_1643930479291-margin cell_1643930479291-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="8" data-w="4"> <div class="row-fluid-wrapper row-depth-1 row-number-15 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1642192395342" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative widget_1642192395342 "> <div class="counter-module shadow-none zoomIn"> <h3 class="counter text-5xl mb-3" data-counter="289"><span></span>%</h3> <p class="text-sm"> <font size="+1">Annual Growth in Clients</font></p> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-1 row-number-16 dnd_area-row-2-background-layers dnd_area-row-2-padding dnd_area-row-2-max-width-section-centering dnd-section dnd_area-row-2-background-image dnd_area-row-2-vertical-alignment"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell cell_16466634583413-vertical-alignment cell_16466634583413-margin dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-17 cell_16466634583413-row-0-background-layers cell_16466634583413-row-0-background-gradient dnd-row cell_16466634583413-row-0-padding cell_16466634583413-row-0-margin"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-18 dnd-row cell_1646664070854-row-0-vertical-alignment"> <div class="row-fluid "> <div class="span5 widget-span widget-type-cell dnd-column cell_1646664074308-vertical-alignment" style="" data-widget-type="cell" data-x="0" data-w="5"> <div class="row-fluid-wrapper row-depth-2 row-number-1 dnd-row cell_1646664074308-row-0-padding"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_164366422410943" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomInDown"> <div class="content-wrapper"><p style="font-size: 40px; text-align: center;"><span style="color: #ffffff;">Why choose <br></span><span style="color: #ffffff;"><strong>Optimize Wealth Management? </strong></span></p></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-2 row-number-2 cell_1646664074308-row-1-padding dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1646666160955" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div class="sticky-column"></div></div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> <div class="span7 widget-span widget-type-cell cell_1646664124619-vertical-alignment cell_1646664124619-margin cell_1646664124619-padding dnd-column" style="" data-widget-type="cell" data-x="5" data-w="7"> <div class="row-fluid-wrapper row-depth-2 row-number-3 cell_1646664124619-row-0-padding dnd-row cell_1646664124619-row-0-margin"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_16466641246193" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomIn"> <div class="content-wrapper"><div> <div data-widget-type="custom_widget" data-x="0" data-w="12"> <h2 style="font-size: 30px;"><span style="color: #ffffff;">No Load Firm</span></h2> <p style="font-size: 20px;"><span style="color: #ffffff;">Avoid any unnecessary costs</span></p> <p><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_16466641246193_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check1_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span><span style="color: #ffffff;"> No annual administration fees on registered accounts</span></p> </div> </div> <div> <div data-widget-type="custom_widget" data-x="0" data-w="12"><br> <div><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_16466641246193_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check2_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> No up-front load fund structure</span></div> <div> </div> </div> </div></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-2 row-number-4 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1646663830782" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomIn"> <div class="content-wrapper"><div> <div data-widget-type="custom_widget" data-x="0" data-w="12"> <h2 style="font-size: 30px;"><span style="color: #ffffff;">Complete Independence</span></h2> <p style="font-size: 20px;"><span style="color: #ffffff;">Expand your options</span></p> <p><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_widget_1646663830782_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check1_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Strategies are based on your specific goals and objectives</span></p> </div> </div> <div> <div data-widget-type="custom_widget" data-x="0" data-w="12"><br> <div><span style="color: #ffffff;"><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_widget_1646663830782_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check2_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Broad array of in-house managed portfolio solutions</span></span><span style="color: #ffffff;"></span></div> <div><span style="color: #ffffff;"><span style="color: #ffffff;"><span style="color: #ffffff;"><br></span></span></span> <div><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_widget_1646663830782_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check3_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Institutional Level of Portfolio Management and Asset Classes</span></div> </div> </div> </div></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-2 row-number-5 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_1646665747936" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomIn"> <div class="content-wrapper"><div> <div data-widget-type="custom_widget" data-x="0" data-w="12"> <h2 style="font-size: 30px;"><span style="color: #ffffff;">Multi-Family Office Services</span></h2> <p style="font-size: 20px;"><span style="color: #ffffff;">Get the full suite of services<br></span></p> <p><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646665747936_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check1_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Investment Management</span></p> </div> </div> <div> <div data-widget-type="custom_widget" data-x="0" data-w="12"><br> <div><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646665747936_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check2_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Financial Planning<br><br></span></div> <div><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646665747936_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check3_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Will & Tax Preparation<br></span></div> <div> <div> <div data-widget-type="custom_widget" data-x="0" data-w="12"> <p> </p> </div> </div> <div> <div data-widget-type="custom_widget" data-x="0" data-w="12"> <div><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646665747936_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check4_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Mortgage and Insurance Solutions</span></div> </div> </div> </div> </div> </div></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-2 row-number-6 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_1646664447338" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomIn"> <div class="content-wrapper"><div> <div data-widget-type="custom_widget" data-x="0" data-w="12"> <h2 style="font-size: 30px;"><span style="color: #ffffff;">Attractive Investment Returns</span></h2> <p style="font-size: 20px;"><span style="color: #ffffff;">Get better exposure and diversification<br></span></p> <p><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664447338_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check1_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Large-cap focus</span></p> </div> </div> <div> <div data-widget-type="custom_widget" data-x="0" data-w="12"><br><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664447338_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check2_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Emphasis on growth and principal protection</span><br> <div><br><span style="color: #ffffff;"></span></div> <div><span style="color: #ffffff;"><span style="color: #ffffff;"><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664447338_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check3_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Dynamic asset allocation<br></span></span></span></div> </div> </div></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-2 row-number-7 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_1646664625839" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomIn"> <div class="content-wrapper"><div data-widget-type="custom_widget" data-x="0" data-w="12"> <h2 style="font-size: 30px;"><span style="color: #ffffff;">Pension Style Asset Classes</span></h2> <p style="font-size: 20px;"><span style="color: #ffffff;">Go beyond retail products</span></p> <p><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664625839_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check1_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Exposure to low correlated asset classes<br><br><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664625839_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check2_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> Institutional Pension Managers such as Goldman Sachs, Morgan Stanley, and KKR</span></p> </div></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-2 row-number-8 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_1646664907983" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module shadow-none zoomIn"> <div class="content-wrapper"><h2 style="font-size: 30px;"><span style="color: #ffffff;">Global Financial Strength</span></h2> <p style="font-size: 20px;"><span style="color: #ffffff;">Receive bank-level security</span></p> <p style="font-size: 16px;"><span style="color: #ffffff;"><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664907983_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check1_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> All accounts are custodied at National Bank (NBIN)<br><br><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664907983_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check2_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> More than $300 Billion in assets and 1,000,000 investors<br><br><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664907983_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check3_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> All client positions are segregated and are not cross-collateralized<br><br><span data-hs-icon-hubl="true" style="display: inline-block; fill: #FFFFFF;"><span id="hs_cos_wrapper_module_1646664907983_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" height="20" aria-hidden="true"><g id="Check4_layer"><path d="M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z" /></g></svg></span></span> CIPF and CDIC insured </span></p></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-2 row-number-9 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1646667939330" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div class="background-settings"></div> <div class="parallax-bg-image"></div> <div class="settings-overlay absolute left-0 top-0 w-full h-full hidden bg-dark-500 opacity-50"></div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-1 row-number-1 dnd_area-row-3-max-width-section-centering dnd-section dnd_area-row-3-padding dnd_area-row-3-background-layers dnd_area-row-3-background-color dnd_area-row-3-vertical-alignment"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column cell_1641305954334-vertical-alignment" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-2 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-3 dnd-row cell_16413059543343-row-0-padding"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_16413059543346" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module text-left inherit text-base heading-default relative fadeUp load-hidden hatch-animation" style=""> <div class="content-wrapper"><p style="text-align: center; font-size: 30px; line-height: 1.5;">What the Press is Saying</p></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> <div class="row-fluid-wrapper row-depth-1 row-number-4 cell_16413059543343-row-1-padding dnd-row"> <div class="row-fluid "> <div class="span3 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="3"> <div class="row-fluid-wrapper row-depth-2 row-number-1 dnd-row cell_16413059543347-row-0-padding"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget module_164130595433412-hidden dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_164130595433412" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="image-module relative zoomInUp load-hidden hatch-animation mobile-content"> <div class="text-left inherit"> <div class="relative inline-flex align-top"> <a href="https://optimize.ca/press-releases" class="relative" style=""> <img src="https://owm.com/hubfs/Thomson.png" alt="Thomson Reuters PNG grey transparent" class="block" loading="lazy" width="100%" style="max-width: 709px; max-height: 321px"> </a> </div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> <div class="span3 widget-span widget-type-cell cell_16413059543348-padding dnd-column" style="" data-widget-type="cell" data-x="3" data-w="3"> <div class="row-fluid-wrapper row-depth-2 row-number-2 cell_16413059543348-row-0-padding dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget module_164130595433414-hidden dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_164130595433414" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="image-module relative zoomInUp load-hidden hatch-animation "> <div class="text-left inherit"> <div class="relative inline-flex align-top"> <a href="https://optimize.ca/press-releases" class="relative" style=""> <img src="https://owm.com/hubfs/Financial%20Post.png" alt="Financial Post PNG grey transparent" class="block" loading="lazy" width="100%" style="max-width: 749px; max-height: 321px"> </a> </div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> <div class="span3 widget-span widget-type-cell cell_16413059543349-padding dnd-column" style="" data-widget-type="cell" data-x="6" data-w="3"> <div class="row-fluid-wrapper row-depth-2 row-number-3 cell_16413059543349-row-0-padding dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget module_164130595433416-hidden dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_164130595433416" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="image-module relative zoomInUp load-hidden hatch-animation "> <div class="text-left inherit"> <div class="relative inline-flex align-top"> <a href="https://optimize.ca/press-releases" class="relative" style=""> <img src="https://owm.com/hubfs/The%20Globe.png" alt="The Globe and Mail PNG grey transparent" class="block" loading="lazy" width="100%" style="max-width: 795px; max-height: 321px"> </a> </div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> <div class="span3 widget-span widget-type-cell cell_164130595433410-padding dnd-column" style="" data-widget-type="cell" data-x="9" data-w="3"> <div class="row-fluid-wrapper row-depth-2 row-number-4 cell_164130595433410-row-0-padding dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget module_164130595433418-hidden dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_164130595433418" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="image-module relative zoomInUp load-hidden hatch-animation "> <div class="text-left inherit"> <div 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data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="relative "> <div class="content-module text-center mb:text-center text-base heading-default relative " style=""> <div class="content-wrapper"><p style="text-align: center; line-height: 1; font-size: 8px;"><a href="//7515101.hs-sites.com/about/press-releases" rel="noopener"><img src="https://owm.com/hs-fs/hubfs/Thomson.png?width=200&name=Thomson.png" alt="Thomson" width="200" loading="lazy" style="width: 200px;" srcset="https://owm.com/hs-fs/hubfs/Thomson.png?width=100&name=Thomson.png 100w, https://owm.com/hs-fs/hubfs/Thomson.png?width=200&name=Thomson.png 200w, https://owm.com/hs-fs/hubfs/Thomson.png?width=300&name=Thomson.png 300w, https://owm.com/hs-fs/hubfs/Thomson.png?width=400&name=Thomson.png 400w, https://owm.com/hs-fs/hubfs/Thomson.png?width=500&name=Thomson.png 500w, https://owm.com/hs-fs/hubfs/Thomson.png?width=600&name=Thomson.png 600w" sizes="(max-width: 200px) 100vw, 200px"><span style="color: #33475b;"></span></a><a href="//7515101.hs-sites.com/about/press-releases" rel="noopener"><img src="https://owm.com/hs-fs/hubfs/Financial%20Post.png?width=200&name=Financial%20Post.png" alt="Financial Post" width="200" loading="lazy" style="width: 200px; margin-left: auto; margin-right: auto; display: block;" srcset="https://owm.com/hs-fs/hubfs/Financial%20Post.png?width=100&name=Financial%20Post.png 100w, https://owm.com/hs-fs/hubfs/Financial%20Post.png?width=200&name=Financial%20Post.png 200w, https://owm.com/hs-fs/hubfs/Financial%20Post.png?width=300&name=Financial%20Post.png 300w, https://owm.com/hs-fs/hubfs/Financial%20Post.png?width=400&name=Financial%20Post.png 400w, https://owm.com/hs-fs/hubfs/Financial%20Post.png?width=500&name=Financial%20Post.png 500w, https://owm.com/hs-fs/hubfs/Financial%20Post.png?width=600&name=Financial%20Post.png 600w" sizes="(max-width: 200px) 100vw, 200px"></a><a href="//7515101.hs-sites.com/about/press-releases" rel="noopener"><span style="color: #33475b;"> </span></a><a href="//7515101.hs-sites.com/about/press-releases" rel="noopener"><img src="https://owm.com/hs-fs/hubfs/Financial%20Times.png?width=200&name=Financial%20Times.png" alt="Financial Times" width="200" loading="lazy" style="width: 200px; margin-left: auto; margin-right: auto; display: block;" srcset="https://owm.com/hs-fs/hubfs/Financial%20Times.png?width=100&name=Financial%20Times.png 100w, https://owm.com/hs-fs/hubfs/Financial%20Times.png?width=200&name=Financial%20Times.png 200w, https://owm.com/hs-fs/hubfs/Financial%20Times.png?width=300&name=Financial%20Times.png 300w, https://owm.com/hs-fs/hubfs/Financial%20Times.png?width=400&name=Financial%20Times.png 400w, https://owm.com/hs-fs/hubfs/Financial%20Times.png?width=500&name=Financial%20Times.png 500w, https://owm.com/hs-fs/hubfs/Financial%20Times.png?width=600&name=Financial%20Times.png 600w" sizes="(max-width: 200px) 100vw, 200px"></a><a href="//7515101.hs-sites.com/about/press-releases" rel="noopener"></a><a href="//7515101.hs-sites.com/about/press-releases" rel="noopener"><img src="https://owm.com/hs-fs/hubfs/The%20Globe.png?width=200&name=The%20Globe.png" alt="The Globe" width="200" loading="lazy" style="width: 200px; display: block; margin-left: auto; margin-right: auto;" srcset="https://owm.com/hs-fs/hubfs/The%20Globe.png?width=100&name=The%20Globe.png 100w, https://owm.com/hs-fs/hubfs/The%20Globe.png?width=200&name=The%20Globe.png 200w, https://owm.com/hs-fs/hubfs/The%20Globe.png?width=300&name=The%20Globe.png 300w, https://owm.com/hs-fs/hubfs/The%20Globe.png?width=400&name=The%20Globe.png 400w, https://owm.com/hs-fs/hubfs/The%20Globe.png?width=500&name=The%20Globe.png 500w, https://owm.com/hs-fs/hubfs/The%20Globe.png?width=600&name=The%20Globe.png 600w" sizes="(max-width: 200px) 100vw, 200px"></a></p> <p> </p></div> </div> </div> </div> </div><!--end widget-span --> </div><!--end row--> </div><!--end row-wrapper --> </div><!--end widget-span --> </div><!--end row--> </div><!--end 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