TORONTO, Sept. 16, 2020 (GLOBE NEWSWIRE) — Optimize Wealth Management announced the recent addition of Senior Financial Planner Stuart Proctor to the firm. Stuart has an extensive history of helping clients in the Calgary region meet their desired long-term goals.
“We are thrilled to have a knowledgeable and skilled planner such as Stuart join our team,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth. “We are confident that Stuart can aid in providing comprehensive financial planning to our clients through our entirely holistic approach.
Working alongside a competent and skilled team of licenced portfolio managers, Stuart will help clients to achieve prosperity and long-term success from Optimize Wealth’s newest office in Calgary.
“I’m pleased to be joining Optimize,” said Stuart Proctor, Senior Financial Planner. “Now with the help of Optimize Wealth’s multi-family office platform and their robust portfolio management, my clients will benefit from