Optimize Financial Group Management Team
Summary
Optimize Financial Group is a private company that has been in the industry for 17 years. The company currently specializes in the Financial Services area. The position of the Managing Director is occupied by Derek King. Its headquarters is located at Ontario, CA. The Optimize Financial Group annual revenue is estimated at < 1M. To connect with Optimize Financial Group employee register on SignalHire.
Organization Website | optimize.ca |
Social Links |    |
Phone Number | +18662096862 |
Industries | |
Headquarters Location | 205 Yonge St, Toronto, Ontario, M5B 0C4 CA |
Employees Size | 200-500 employees |
Specialties | Investment Management, Financial Planning, Wealth Advisory Services, Will Estate and Planning, Investments, Executive & Business Services, Tax Planning, Insurance, Education Savings, Portfolio Management, Tax Preparation, Debt Management, Financial Advice, Loans, Mortgages |
Founded | 2009 |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1987 | Privately Held | 25 - 100 | 24.3M | $0 | |
| - | Partnership | 25 - 100 | 18.9M | $0 | |
| - | Partnership | 25 - 100 | < 1M | $0 | |
| 2005 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Optimize Financial Group shows a diverse range of experience levels:
11% have been with the company for less than 1 year21% for 1–2 years36% for 3–4 years11% for 5–7 years8% for 8–10 years11% have over 11 years of service at Optimize Financial GroupEx-employees positions
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