Optimize Wealth Management
Welcome!
Here at Optimize Wealth Management, our core mission revolves around delivering nothing short of excellence in every aspect of our service to clients. We believe in going above and beyond to meet their needs, ensuring their financial goals are not only met, but exceeded. Equally important is our commitment to fostering a culture of continuous growth and development within our team. We recognize that each of you brings a diverse range of talents, experiences, and perspectives to the table that strengthens our collective expertise.
Once again, welcome to the Optimize family. I'm thrilled to have you on board, and I look forward to seeing all that we will accomplish together.
Leadership Team
At Optimize, we’re building a world-class firm that’s solving an exceptionally difficult challenge: democratizing premium wealth management for investors of all sizes. The only way to do that is by making our team and culture a priority from the very beginning and throughout our core.
Our History
Our Core Values
- HONESTY
At our core, we believe in transparency and integrity, fostering trust through
open communication and ethical conduct. - PERSISTANCE
We embrace challenges with unwavering determination, persistently pursuing our goals with resilience and grit, never faltering in the face of adversity. - TEAMWORK
Collaboration fuels our success as we unite diverse talents and perspectives, leveraging each other's strengths to achieve shared objectives and foster a supportive environment. - EXCELLENCE
Striving for excellence is ingrained in everything we do, pushing boundaries, and exceeding expectations to deliver unparalleled quality and innovation.
Company Policies at a Glance
- DRESS CODE
Business attire is required unless otherwise specified. Employees can dress in business casual attire on Fridays only. - ATTENDANCE
Punctuality and regular attendance are essential. Notify your supervisor in advance of any planned absences. - HOURS
Core business hours are from 8:30 AM to 5:30 PM, Monday to Friday. - CODE OF CONDUCT
Adhere to ethical standards and professional conduct in all interactions.
Employee Benefits
At Optimize Wealth Management, we prioritize the well-being and satisfaction of our employees by offering a comprehensive benefits package. This includes paid time off, encompassing vacation days, sick leave, and statutory holidays, ensuring our team can achieve a healthy work-life balance.
Additionally, we provide extensive health insurance coverage, including medical, dental, and vision plans to support our employees' physical well-being and provide peace of mind for themselves and their families.
Workplace Perks and Amenities
At Optimize Wealth Management, we believe in fostering a positive and healthy work environment by offering a range of perks and amenities designed to enhance employee well-being and promote a strong sense of community.
- GYM
At Optimize Wealth Management, we prioritize employee well-being by offering access to our fully-equipped gym facilities, encouraging physical fitness and energy throughout the workday. - SAUNA AND ICE BATH
Indulge in relaxation and rejuvenation at our facility with sauna and ice bath amenities, offering stress-relief and revitalization to enhance your well-being during breaks or after a productive day. - SNACKS AND DRINKS
Stay fueled and satisfied with our complimentary snacks and drinks, ensuring you have nourishing options available whenever hunger strikes or you need a pick-me-up. - SOCIAL EVENTS
We organize regular social events for employees to connect and strengthen bonds outside of work, fostering a strong sense of community at Optimize Wealth Management.
A Safe, Inclusive, And Respectful Workplace
Equal Employment Opportunity
We are dedicated to providing equal employment opportunities to all employees and applicants. Regardless of race, colour, ethnicity, religion, and gender, every individual has an equal opportunity to thrive and contribute to our success.
Anti-Discrimination and Harassment Policies
Discrimination, harassment, and retaliation have no place in our workplace. We maintain a zero-tolerance policy for any form of discrimination or harassment. Our employees are encouraged to report any instances of discrimination or harassment promptly, and we are committed to investigating and addressing such reports with the utmost seriousness and confidentiality.
Workplace Safety
The safety and well-being of our employees are paramount. We prioritize providing a safe and healthy work environment by adhering to all applicable safety regulations and implementing comprehensive safety protocols and procedures.
Key Information
Accessing Your Pay Statement on Payworks
To access your pay statement on Payworks, simply login to the Payworks website using your provided credentials. Once logged in, navigate to the "Pay Statements" or "Payroll" section, where you can select the desired pay period to view your pay statement. Review your pay statement for accuracy, including earnings, deductions, and taxes.
Requesting Time Off
Should you need to request time off from work, we kindly ask that you reach out to your supervisor. They will be more than happy to assist you and provide guidance on navigating our time-off request process.
Employee Support
If you have any questions, concerns, or require assistance with any aspect of your employment, don't hesitate to contact our HR department:
Sandy Beniamin
sandy.beniamin@optimize.ca
Set Your Goals, And Make Them Happen
At Optimize Wealth Management, we foster a culture of collaboration, growth, and innovation. We believe that each team member plays a crucial role in our success, and we're thrilled that you're now a part of it.
Once again, welcome aboard! We can't wait to see all the amazing things we'll achieve together.
Compliance Requirements
At Optimize Wealth Management, we prioritize compliance with industry regulations and ethical standards to ensure the integrity of our operations.
Compliance is the cornerstone of our business, guiding our actions and decisions to maintain trust and transparency with our clients and stakeholders. Our commitment to compliance extends to adhering to all applicable laws, regulations, and internal policies governing our industry.
Each team member is responsible for understanding and upholding these standards in their daily work, and we encourage open communication and collaboration to address any compliance concerns or questions that may arise. By prioritizing compliance, we uphold the principles of integrity and professionalism that define our company culture.