Matt Kruss

Senior Financial Planner at Optimize Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Skills

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Bio

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Credentials

  • Wealth Management Essentials (WME®)
    Canadian Securities Institute
    Feb, 2023
    - Nov, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    Jul, 2019
    - Nov, 2024

Experience

  • Optimize Wealth Management
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Financial Planner
      • Nov 2021 - Present

      By introducing Canadians and their families, as well as foundations and other not for profit organizations, to Optimize's discretionary wealth management services and portfolio management team, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Optimize Wealth Management is one of Canada’s leading investment management firms whose affiliated teams are recognized throughout the industry as thought leaders and impact setters. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.

  • Freedman Kruss & Associates Inc.
    • Financial Services
    • Junior Advisor
      • Aug 2019 - Present

  • CI Global Asset Management
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Financial Sales Representative
      • Jun 2018 - Sep 2018

  • Freedman Kruss & Associates Inc.
    • Financial Services
    • Associate
      • Jul 2015 - Aug 2017

  • Convocation Flowers Inc
    • United States
    • Manufacturing
    • 1 - 100 Employee
    • Senior Account Manager
      • May 2015 - Jul 2017

  • Camp Tamarack
    • Canada
    • Recreational Facilities
    • 1 - 100 Employee
    • Staff
      • Jun 2013 - Aug 2014

Education

  • Western University
    Bachelor of Business Administration (BBA), Finance, General
    2014 - 2018

Community

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