Optimize Wealth Management

Exciting News! We’re thrilled to announce that Jonathan Luesby, B.Com,CFP®,CIM, FCSI and Michèle Luesby, BCom of Four Pillars Financial are joining the Optimize Wealth Management family, expanding our presence in Ottawa. With over 32 years of experience, Jonathan, along with Four Pillars Financial, have built a strong reputation for providing a comprehensive range of financial services to clients in the Ottawa area. Together, they bring a wealth of knowledge and expertise to the firm, and their client-focused approach perfectly complements Optimize’s commitment to delivering exceptional service and expertise. As part of Optimize, Four Pillars Financial will continue serving clients with their personalized approach, while collaborating closely with our team to offer comprehensive wealth management solutions. We’re excited to welcome Jonathan Luesby, B.Com,CFP®,CIM, FCSI and Four Pillars Financial, and we look forward to working together to deliver unparalleled service to our clients!

Here is a brief overview of our Weekly Market Recap for October 15th: Canada's employment rate fell to 6.5% in September, marking the first decline since January, signalling improvement in the labour market. Meanwhile, U.S. producer prices remained steady in September, indicating potential relief in consumer inflation ahead. While the U.S. Consumer Price Index rose by 0.2%, with energy cost declines helping maintain price stability. (Sources: Statistics Canada, U.S. Bureau of Labor Statistics) #OptimizeWealthManagement #Optimize #OptimizeWealth #FinancialPlanning #PortfolioManagement

Wishing everyone a wonderful Thanksgiving filled with gratitude and joy! We’re excited to share a special video from our recent Thanksgiving celebration, where some of our team members answered some light-hearted questions about their favourite Thanksgiving traditions. Join us in celebrating the season and get to know our amazing team a little better! https://lnkd.in/ej4VEcCq #HappyThanksgiving

Whether or not you enjoy a satisfying retirement often hinges on avoiding pitfalls that may negatively impact your finances. Our retirement planning guide helps keep you on the right course. Learn more by clicking the link below: https://lnkd.in/e67DJdUW

In case you missed our Weekly Market Recap for October 7th, here is a quick summary: In September, the U.S. unemployment rate dropped to 4.1%, the lowest in three months, signalling a strengthening labour market. Meanwhile, Canada's manufacturing sector saw its first improvement since April 2023, driven by stronger domestic demand and new orders. Additionally, the U.S. services sector experienced its strongest growth since February 2023, with increased demand and business optimism. (Sources: U.S. Bureau of Labor Statistics, S&P Global, Institute for Supply Management) Looking at sector performance, Energy, Financials and Utilities notched the largest gains, while Materials and Consumer Staples lagged the most. Subscribe to our YouTube channel to get weekly video updates where we provide you with the latest insights and analysis on the ever-changing landscape of financial markets. https://lnkd.in/gZ7_FPCi

In this edition of the Optimize Weekly Market Recap, Portfolio Manager David Ferreira, discusses the U.S. job market strengthening with unemployment dropping to 4.1%, Canada’s manufacturing sector seeing growth driven by stronger demand, and the U.S. services sector experiencing its highest growth since February 2023. (Sources: U.S. Bureau of Labor Statistics, S&P Global, Institute for Supply Management) https://lnkd.in/ehmgXYV7 #OptimizeWealthManagement #Optimize #OptimizeWealth #FinancialPlanning #PortfolioManagement #FinancialProfessionals

In case you missed our Weekly Market Recap for September 30th, here is a quick summary: U.S. economic growth remains strong, with second-quarter expansion at 3%, driven by consumer activity and private investment. Canada's economy exceeded expectations, growing 0.2% in July, bolstered by the services sector. In the U.S., modest inflation increases support potential interest rate cuts, indicating room for economic adjustments. (Sources: U.S. Bureau of Economic Analysis, Statistics Canada) Looking at sector performance, Materials and Consumer Discretionary notched the largest gains, while Energy and Healthcare lagged the most. Subscribe to our YouTube channel to get weekly video updates where we provide you with the latest insights and analysis on the ever-changing landscape of financial markets. https://lnkd.in/gZ7_FPCi #OptimizeWealthManagement #Optimize #OptimizeWealth #FinancialPlanning #PortfolioManagement

In this edition of the Optimize Weekly Market Recap, Portfolio Manager David Ferreira, discusses the U.S. economy's robust 3% growth in Q2, Canada's unexpected 0.2% growth in July, and low inflation trends supporting future potential rate cuts. https://lnkd.in/eBKEfyR7 (Sources: U.S. Bureau of Economic Analysis, Statistics Canada) #OptimizeWealthManagement #Optimize #OptimizeWealth #FinancialPlanning #PortfolioManagement #FinancialProfessionals 

Today, we honour the National Day for Truth and Reconciliation—a day to listen, learn, and reflect on the histories and experiences of Indigenous Peoples. Let's stand together to support healing, respect, and a future grounded in truth. #TruthAndReconciliation

At the Ciminelli Group, we are dedicated to helping you achieve your financial goals with confidence. From personalized financial planning and investment management to tax minimization and estate planning, we’re with you every step of the way. Let’s build your future together. https://lnkd.in/ewfXdVAB #OptimizeWealthManagement #Optimize #OptimizeWealth #FinancialPlanning #PortfolioManagement #FinancialProfessionals #CiminelliGroup