For years, our Chairman, Donald Jessome, managed his own financial planning with a custom-built spreadsheet, frustrated by the lack of clarity from banks and financial advisors. Like many Canadians, he found the process slow and opaque—each update meant another trip to an institution, more waiting, and yet another static report filled with numbers but little transparency. He wanted real control, the ability to adjust plans instantly, and have confidence that every decision made was truly optimized.

He kept asking the same question:

"How do I know this plan is the most tax-efficient strategy for me?"

Donald knew he wasn't the only one frustrated by this process. He had been telling his son, Max, and his nephew, Zac, for years that there was a gap in the market—a real opportunity to build something better.

So when the timing was right, Max, Zac, and Max's university roommate Alex—now co-founders of Optiml—set out to change that.

With Zac's experience at Realbase, a successful PropTech startup in Sydney, Australia, and Max and Alex's expertise as developers, we took the original spreadsheet and turned it into a platform designed to help every Canadian take control of their finances.

That's how Optiml was born.

Now, anyone can build and adjust their own tax-efficient financial plan—without relying on institutions, waiting weeks for updates, or settling for one-size-fits-all solutions.