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HOLMLUND FINANCIAL | 400 Scott Street | Fort Frances, ON | P9A 1H2 | 807-274-7115

Our Services

Portfolio Management
Financial Planning
Will & Estate Planning
Tax Preparation
Insurance Planning
Loans and Mortgages

Optimize.ca

What we do

Optimize Wealth Management (Optimize Inc.) 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 and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning.

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, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.

Insurance products and services are offered through Bruce Holmlund Insurance Agency Ltd. For Adrian Chapman, an independent life Insurance Advisor.

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Mortgage and Lending Options

Best mortgage rates, period.

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