Optimize Wealth Management
161 Bay Street, 45th Floor M5J 2S1 Toronto, ON, Canada

When the need is so great, choosing which charities to give to can be overwhelming. Here’s how best to direct your giving

The 4 Financial and Estate Documents You Need and Where to Store Them

A simplified approach to claiming home office expenses for 2020

This Checklist Will Get Your Financial Life on Track

Working from home due to COVID-19? You likely qualify for a brand new tax deduction of up to $400

How To Get Your Spending Under Control

The Best Business Book Ever Written, According To Bill Gates And Warren Buffett

How To Have Positive Money Conversations With Your Loved Ones

4 Ways To Put Your Best Self Forward On Zoom

5 retirement tips that actually work, from people who used them to retire happily years ago