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.
| Optimize Financial Group Website | optimize.ca |
| Social Links |    |
| Phone Number | +18662096862 |
| Industries | |
| Optimize Financial Group Headquarters address | 205 Yonge St, Toronto, Ontario, M5B 0C4 CA |
| Company 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
Name | 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 | - | $- |
Workforce Turnover
Number of staff members switched
Departmental sample breakdown
Corporate Tenure Analytics
Optimize Financial Group's workforce includes employees across a wide range of tenure levels.
9% have been with the company for less than 1 year34% have been with the company for 1 to 2 years28% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years6% have been with the company for 8 to 10 years9% have been with the company for more than 11 years
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Optimize Financial Group Corporate Information: FAQ
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