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The Spence Group

Set Your Goals. Make Them Happen.

Solutions Tailored to You

Holistic Approach

Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfilling financial future. By addressing the entirety of one's financial landscape, this approach aims to optimize resources and align them with personal values, ultimately leading to a more fulfilling and sustainable financial life.Unlock financial potential with personalized wealth strategies – explore our services now!

Transparent Process

The Spence Group pride themselves on a transparent wealth management process designed to empower you with knowledge, ensuring that you are an active participant in your financial decisions. From the initial consultation to ongoing reviews, we prioritize open communication and provide you with a comprehensive view of your investment strategy.

Premier Wealth Management

The Spence Group recognizes that exceptional wealth management goes beyond the ordinary. They delve deep into understanding your goals and crafting a strategic plan that reflects your distinct financial fingerprint. Whether it's estate planning, tax optimization, or legacy building, our Premier Wealth Management offers a suite of financial solutions to safeguard and enhance your wealth across generations.

Optimize's Approach to Wealth Management

 

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie-cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.

The Spence Group's Value Add
 

The cornerstone of the Spence Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

The Spence Group provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring their clients always benefit from the highest level of service. Chris Coholan is the Portfolio Manager who advises and manages client investment accounts, while the Spence Group helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*. 

*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.

Please know that the Spence Group is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.

Our Services

Portfolio Management

Financial Planning

Tax Preparation & Planning

Will & Estate Planning

Insurance

Loans & Mortgages

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What we do

Optimize Wealth Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

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