Experience

Optimize Wealth Management

• Canada
• Financial Services
• 100 - 200 Employee

• Senior Financial Planner

  • Mar 2020 - Present

  By introducing Canadians and their families, as well as foundations and other not for profit organizations, to Optimize's discretionary wealth management services, 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.



Lifestyle Wealth Inc.

• Lifestyle Wealth Inc.

  • Jan 2000 - Mar 2020

  I have been a financial advisor since March 1987 and created Lifestyle Financial Planning and Management Services in January 2000. In January 2015, Lifestyle Financial became Lifestyle Wealth Inc., having merged with Lakeside Financial Limited and Velanoff Group Inc. In March of 2020, I joined Optimize Wealth Management to provide my clients with an even better client experience! I have been a financial advisor since March 1987 and created Lifestyle Financial Planning and Management Services in January 2000. In January 2015, Lifestyle Financial became Lifestyle Wealth Inc., having merged with Lakeside Financial Limited and Velanoff Group Inc. In March of 2020, I joined Optimize Wealth Management to provide my clients with an even better client experience!



Ross Dixon FInancial Services

• Vice President of Operations

  • Jun 1996 - Jul 1999

  Responsible for Back Office Operations and Dealer Relations

• Financial Advisor

  • Jan 1994 - May 1996

  Financial Advisor assisting clients with all of their financial planning needs. Sold mutual funds, GIC's and life insurance related products.



The Talosi Corporation

• Financial Advisor

  • Mar 1987 - Dec 1993

  Financial advisor assisting clients with life insurance and investments in mutual funds and GIC's. Financial advisor assisting clients with life insurance and investments in mutual funds and GIC's.



Source EDP

• Career Consultant

  • Aug 1986 - Feb 1987

  Assisted clients seeking a career change in the Computer Processing/Systems industry. Assisted clients seeking a career change in the Computer Processing/Systems industry.



Canadian Tire Financial Services Limited

• Various Management Positions

  • Mar 1978 - Jul 1986

  Manager of Computer OperationsManager of AccountingManager of Training and Development/Personel Manager of Computer OperationsManager of AccountingManager of Training and Development/Personel



IBM Canada Limited

• Systems Engineer

  • May 1976 - Feb 1978

  Provided technical support to clients and IBM sales representatives in the Retail Sales Division. Provided technical support to clients and IBM sales representatives in the Retail Sales Division.