We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.

Who we work with

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Business owners and executives

We provide tailored financial strategies to help optimize your wealth, ensure tax efficiency and secure your personal and professional futures.

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Incorporated professionals

We help you navigate maximizing your tax advantages, growing your wealth and protecting your personal and business assets for long-term success.

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Individuals and families

We create personalized financial strategies to help build your wealth, ensure a comfortable retirement and provide financial security for your loved ones.

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Who we are

We are dedicated to strengthening your financial future with personalized strategies and guidance. Our comprehensive approach is designed to help you navigate every stage of life, to better ensure your financial success and long-term security.

Our Team OPTIM Financial team members
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Our approach

At OPTIM we promise to take the time to actively listen, allow you to make decisions at your own pace and embrace your financial success as though it were our own. We create personalized financial strategies that help you stay prepared, confident and in control—no matter what life brings. Our team guides you through every step, ensuring your strategy evolves with your goals and circumstances.

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What Clients say about us

Stay informed

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Happy Easter from your Optim Team

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Investing for today, tomorrow and every stage in between

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There is no better time than now! Start your financial journey with us and together we will rise above your financial challenges and help you reach new peaks

Office information

Phone:

519-780-5448

Email:

optim@sunlife.com

Address:

490 Dutton Dr B7, Waterloo, ON N2L 6H7

Phone:

519-780-5448

Email:

optim@sunlife.com

Address:

400 Elizabeth Street, Unit I, Guelph, ON, N1E2Y1.

Phone:

519-780-5448

Email:

optim@sunlife.com

Address:

294 East Mill Street, Unit 112, Elora, ON, N0B1S0

Let's connect

Whether you're curious about a specific product, have questions about how we work together or are ready to get started on a financial strategy. Let's connect to get the process started. Reach out via phone, email or the contact form below.

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