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Matthew McGrath

President and CEO

Optimize Wealth Management

Toronto, Ontario


Contact Information

Email
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LinkedIn

Company Information

Company
Optimize Wealth Management
Industry
financial services
Employees
210.0
Seniority
C suite

Professional Summary

Matthew McGrath serves as President and CEO at Optimize Wealth Management. Optimize Wealth Management operates in the financial services sector with approximately 210.0 employees. The company is headquartered in Toronto, Ontario.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 3,797 executive contacts are available in Ontario.
  • Our database includes 201,468 c suite-level executives.

Technologies

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Keywords

investment management financial planning wealth advisory services will estate & planning investments executive business services tax planning insurance education savings portfolio management tax preparation debt management financial advice loans mortgages wealth management investment strategies estate planning insurance solutions loans & mortgages comprehensive financial planning personalized financial solutions retirement planning holistic approach no load advisory succession planning transition program pension style asset classes cash flow analysis tax minimization asset diversification family office services client-centered advice comprehensive tax planning will preparation life insurance solutions disability insurance mortgage solutions home equity line of credit investment funds asset allocation financial goals achievement client transition support philanthropic commitment insurance strategy financial professionals support teamwork & collaboration client experience enhancement professional development financial security risk assessment savings strategy education planning business continuity planning regulatory compliance advisor training market analysis financial insights retirement income planning client relationship management holistic advisory no-load firm independence multi-family office services institutional-level portfolio management growth strategies principal protection dynamic asset allocation client-centric approach cost-effective solutions security & stability canadian financial services pension-style asset classes client success comprehensive financial services tailored strategies sophisticated investors financial advisors asset custody client engagement technology-driven solutions nationwide service financial goals risk management client satisfaction financial services b2b law practice legal services

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Outreach Guidance — financial services Sector

Financial services executives like Matthew McGrath prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Matthew McGrath's Position in the MessageCEO Database

  • Matthew McGrath is 1 of 1 verified executive contact we track at Optimize Wealth Management.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 3,711 verified executive contacts in Ontario are in the database.
  • 129 verified contacts work at financial services companies in the 210.0 employee range (same size as Optimize Wealth Management).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.

Frequently Asked Questions

How do I reach Matthew McGrath directly?

Matthew McGrath's verified email address is available to MessageCEO Pro subscribers. They currently serve as President and CEO at Optimize Wealth Management. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Matthew McGrath work for?

Matthew McGrath is President and CEO at Optimize Wealth Management, a company in the financial services sector with 210.0 employees. The company is based in Toronto, Ontario.

Can I pitch or sell to Matthew McGrath?

As President and CEO at Optimize Wealth Management, Matthew McGrath is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Matthew McGrath directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Matthew McGrath in?

Matthew McGrath works in the financial services industry as President and CEO at Optimize Wealth Management. MessageCEO provides verified contact information for executives across all major industries.

Is Matthew McGrath's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Matthew McGrath's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: July 25, 2026

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