Optiml™ Partners with Saint Mary's University

Dr. Boland and his research team conducted an external review of Optiml, examining its financial models and enhancing its processes.

Oltre Financial launches Optiml™

Canadian fintech startup introduces innovative solution for personalized retirement optimization.

Top 73 Companies and Startups in Halifax

Oltre Financial makes top 73 companies and startups in Halifax in June 2024

Accelerate Highlights: Oltre Financial

Invest Nova Scotia showcases Oltre Financial's innovative approach to retirement planning and wealth management.

Selected for Second Cohort of 2023-2024 Accelerate

Oltre Financial continues its growth journey with selection into Invest Nova Scotia's second accelerator cohort of 2023-2024.

Selected for First Cohort of 2023-2024 Accelerate

Oltre Financial has been selected to participate in the first cohort of Invest Nova Scotia Accelerate 2023-2024. Eleven Nova Scotia start-ups are receiving $40,000 in funding and access to five months of business and technical expertise.

Optiml™ Named in DMZ Canada's Tech Directory

Optiml™ is proud to be named in DMZ Canada's Tech Directory, a comprehensive list of Canadian-built tech companies in Canada.

Nick, 65, and Heather, 64, want to 'die with zero.' What should they do in retirement?

Financial planner Warren MacKenzie analyzes a couple's plan to enjoy retirement with no fear of running out of money while helping their children purchase their first homes.

Make Change that Counts: National Financial Literacy Strategy 2021-2026

A national strategy to help Canadians develop the knowledge, skills and confidence to make informed financial decisions in an increasingly digital world.