Our team's philosophy is changing how Canadians think of retirement – one customized plan at a time.

Financial literacy for everyone

As a firm supporter of the Canadian Financial Literacy Strategy, Optiml™ is committed to empowering Canadians to make informed, thoughtful, and beneficial financial decisions that align with their values. 

We want to be your partner to build financial resilience in an increasingly digital world during predictable and unpredictable life events. In doing so, all Canadians can enjoy better, more secure, and purposeful lives. We believe financial literacy is the cornerstone of overall well-being and stability for all generations.

Our Vision

We envision a world where everyone is empowered with the knowledge and tools to confidently navigate their financial journey.

Our Mission

Our mission is to develop and provide cutting edge software for individuals to take control of their financial future by making informed decisions.

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