Featuring: Luca Ciminelli, Senior Portfolio Manager
“Passionate about providing financial peace of mind and assisting clients during their most critical life phases.”
Luca Ciminelli | Senior Portfolio Manager
Luca Ciminelli, Senior Portfolio Manager at Optimize Wealth Management, helps high net worth families, business owners and company executives through the use of comprehensive financial planning and investment strategies so that one can feel relieved and self-assured about their hard-earned wealth. Complimentary services such as tax preparation and planning, will/estate preparation and life insurance are offered at no additional cost, traditionally lower than your average mutual fund in Canada. Long term returns have ranged from 8-15%, net of fees to clients. Get in touch with Luca! Your eligibility can be determined in no more than 15 minutes.
Phone: (416) 445-9487
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