Skip to content

The Ciminelli Group of
Optimize Wealth Management

Crafting Your Path to Financial Success

WHO WE ARE

Comprehensive Wealth Management Tailored to You.

At the Ciminelli Group, we’re committed to providing you with a comprehensive financial strategy that allows you to set clear goals and make them a reality.

Our team specializes in financial planning, investment management, and many other important considerations such as tax minimization strategies and estate planning. 

We are committed to working alongside you to provide outstanding support and financial peace of mind. 

Luca video (2)

Tailored Wealth Strategies for Your Unique Journey

WHAT WE DO

Everyone Has a Strategy,
Ours Redefines Excellence.

As a dedicated team of financial experts, we understand that your financial plan is the foundation for your financial future. Each and every client is provided with the confidence to implement their personal financial strategy and take the next step on their retirement roadmap. With our personalized service, you can move forward without concerns over financial markets, changes to your portfolio, or other financial obstacles. 

Our Services

Financial Planning

We provide personalized financial planning, offering tailored strategies for retirement, investments, and tax optimization to help you achieve long-term financial success.

Learn More

Tax Preparation

We provide expert tax preparation services to ensure your filings are precise, helping you minimize your tax burden while maximizing savings and staying compliant.

Learn More

Will Preparation

With professional legal guidance, we offer will preparation services to safeguard your assets and ensure your estate is distributed according to your wishes.

Learn More

Loans and Mortgages

Whether for home purchases or refinancing, we assist clients with loans and mortgages, offering expert guidance to secure favourable rates and terms.

Learn More

Insurance

We collaborate with you to create personalized insurance plans designed to protect your assets, your loved ones, and your future.

Learn More

Portfolio Management

We take a focused approach to portfolio management, working closely with you to understand your financial goals, risk tolerance, and investment preferences.

Learn More
picturecita resized
COMMUNITY

How We Give Back.

At Optimize, we believe in the power of community. We live, work, and raise our families here, and we're committed to giving back in meaningful ways. By actively supporting and engaging with those around us, we strive to make our community stronger and more vibrant for everyone.

Contact Us

Location

Brookfield Place,
161 Bay Street,
45th Floor,
Toronto, ON
M5J 2S1

Contact

(416) 445-9487

Hours

8:30 AM - 5:30 PM

(Monday to Friday)

*Luca Ciminelli and The Ciminelli Group are not licensed to provide insurance solutions.  All Insurance Solutions are offered through Optimize's MGA, Financial Horizons Inc., by a Licensed Individual of Optimize Inc. to residents of Ontario, British Columbia, Alberta, and Manitoba.