50 Division Street, Welland, ON L3B 3Z6
Optimize Wealth Management, Welland, ON
Opening Hours
Closed now, Opens in 18 hours
| Sunday | Closed |
| Monday | 9:00 a.m. - 5:00 p.m. |
| Tuesday | 9:00 a.m. - 5:00 p.m. |
| Wednesday | 9:00 a.m. - 5:00 p.m. |
| Thursday | 9:00 a.m. - 5:00 p.m. |
| Friday | 9:00 a.m. - 5:00 p.m. |
| Saturday | Closed |
updated on 8/14/2025
Opening Hours
Closed now, Opens in 18 hours
| Sunday | Closed |
| Monday | 9:00 a.m. - 5:00 p.m. |
| Tuesday | 9:00 a.m. - 5:00 p.m. |
| Wednesday | 9:00 a.m. - 5:00 p.m. |
| Thursday | 9:00 a.m. - 5:00 p.m. |
| Friday | 9:00 a.m. - 5:00 p.m. |
| Saturday | Closed |
Reviews
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Description
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations - ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn
Categories & Keywords
- Financial Consultants
Products & Services
- Online Portfolio Access
- Mutual Funds
- Management Services
- Portfolio Analysis
- Retirement Planning
- Tax Planning
- Segregated Funds
- Life Insurance
- Insurance Analysis
- Disability Insurance
- Critical Illness Insurance
- Financial Advisor
- Financial Calculators
- Group Benefits Plans
- Financial Planning
- Annuities
- Planification fiscale
- Senior Financial Planner
- Financial Planner
Foreign languages spoken
- English
Available payment methods
-
Cash - MasterCard
- Visa
Cash 
MasterCard 
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