Optimize Financial Group

Creating wealth with intention. Family office services and institutional-grade investing to protect and grow your financial future.

[Optimize Financial Group @Optimize_Wealth]

This week's market update highlights:

-Jobs data remained steady, supporting markets.
-AI adoption continues to expand across businesses.
-Focus returns to corporate earnings and long-term growth.
-Meta Platforms gained 9.91%.
-Consumer Discretionary led while Size outperformed.

Next week, investors will be watching Federal Reserve commentary, U.S. existing home sales, and Canada’s unemployment report.

#WeeklyMarketRecap #MarketNews #EconomicUpdate #FinancialPlanning

Sources: Bloomberg (July 2, 2026)

[Optimize Financial Group @Optimize_Wealth]

On Canada Day, we take a moment to reflect on Canada’s strength, stability, and shared values that continue to bring us together.

Wishing everyone a happy Canada Day.

[Optimize Financial Group @Optimize_Wealth]

This week's market update highlights:

- Consumer spending stayed resilient.
- AI hit a major milestone.
- Novo Nordisk gained 9.11%.
- Health Care led gains while Momentum outperformed.

#MarketUpdate #Investing #AI #WealthManagement

Sources: Bloomberg (June 25, 2026)

[Optimize Financial Group @Optimize_Wealth]

Behind every portfolio is a process built on discipline, research, and perspective.

For Narges Khalili, thoughtful portfolio management means staying focused through changing market conditions. This is what strategic investing looks like in practice.

[Optimize Financial Group @Optimize_Wealth]

This week's market update covers the key developments shaping markets and portfolios:

- AI infrastructure investment continues to accelerate across key sectors.
- The U.S. labour market remains resilient.
- Tech leaders are investing heavily in AI and future growth.
- Honeywell gained 11.04%.
- Financials led gains as bank strength supported performance.

Sources: Bloomberg (June 18, 2026), Optimize Asset Management (June 18, 2026), U.S. Bureau of Economic Analysis (June 18, 2026), Statistics Canada (June 18, 2026)

[Optimize Financial Group @Optimize_Wealth]

Happy Father’s Day to all fathers and father figures!

From all of us at Optimize, thank you for your wisdom, encouragement, and the positive impact you make every day.

[Optimize Financial Group @Optimize_Wealth]

The clients you attract reflect the practice you build.

Build relationships, not transactions.

https://t.co/2CAkGxeqaY

[Optimize Financial Group @Optimize_Wealth]

Here are some of the key takeaways featured in this week's market update:

- AI investment continues to accelerate, with spending nearing $1 trillion.
- The job market remains resilient.
- Business investment and AI infrastructure demand stay strong.
- Coca-Cola gained 6.13%.
- The Financials sector led gains while the Value strategy continued to outperform.

#WeeklyMarketRecap #MarketNews #Investing #EconomicUpdate #FinancialPlanning
Sources: Bloomberg (June 11, 2026), Optimize Asset Management (June 11, 2026)

[Optimize Financial Group @Optimize_Wealth]

Here are some of the key developments featured in this week's market update:

• AI investment continues to support earnings growth
• AI infrastructure spending remained strong
• Markets remain focused on strong fundamentals
• Deere gained 11.13% on improving expectation
• Technology and Momentum led performance

#WeeklyMarketRecap #MarketNews #Investing #EconomicUpdate #FinancialPlanning
Sources: Bloomberg (June 4, 2026), Optimize Asset Management (June 4, 2026)

[Optimize Financial Group @Optimize_Wealth]

This week’s market update:

- Consumer spending remains resilient.
- Stocks & bonds both moved higher.
- Canadian banks posted strong earnings.
- Booking Holdings gained 7.28% on travel demand.

#MarketUpdate #Stocks #Economy #investingforbeginners

Sources: Bloomberg (May 28, 2026), Optimize Asset Management (May 28, 2026), U.S. Bureau of Labor Statistics, and Institute for Supply Management.

[Optimize Financial Group @Optimize_Wealth]

This week’s market update highlights the key trends and developments that shaped recent market performance:

- Nvidia: +18.0% on AI infrastructure momentum.
- AI: Revenue up 85% to $81.6B.
- Yields: 30-yr Treasury highest since 2007.
- Housing: Pending sales up 3 straight months.

Next Week: Core PCE + GDP data.

#MarketUpdate #Stocks #Economy #AI #NVDA
Sources: Bloomberg (May 21, 2026), Optimize Asset Management (May 21, 2026), U.S. Bureau of Economic Analysis, and Statistics Canada.

[Optimize Financial Group @Optimize_Wealth]

We’re excited to welcome John Fleming to Optimize Wealth Management.

John brings a unique blend of experience and perspective, shaped by his background as a school teacher and lifelong passion for business and finance. Since transitioning into wealth management in 2008, he has focused on client education, thoughtful portfolios, and steady guidance through changing market conditions.

A great addition to the Optimize community. Welcome, John.

[Optimize Financial Group @Optimize_Wealth]

This week’s market update provides a closer look at the key drivers behind recent performance and evolving trends:

- GOOGL: +13.8% on accelerating Gemini AI adoption.
- Inflation: Wholesale prices up 6.0% on energy/freight.
- Yields: 30-yr Treasury hits 5% as rate cut bets shift.

Next Week: Nvidia Earnings + FOMC Minutes.

#MarketUpdate #Stocks #Economy #AI #GOOGL

Sources: Bloomberg (May 14, 2026), Optimize Asset Management (May 14, 2026), Board of Governors of the Federal Reserve System (May 14, 2026), Nvidia Investor Relations (May 14, 2026), and the U.S. Census Bureau (May 14, 2026).

[Optimize Financial Group @Optimize_Wealth]

From the Optimize team, wishing you a relaxing and joyful Victoria Day long weekend!

#VictoriaDay

[Optimize Financial Group @Optimize_Wealth]

What does corporate development look like behind the scenes? From first conversations with Advisors to navigating seamless transitions, it’s a process built on precision, trust, and long-term thinking.

For Chris Coholan, CIM®, it’s about helping Advisors recognize what’s possible: more time with clients, stronger platforms, and the ability to elevate the value they deliver every day.

Those moments when everything clicks are what drive meaningful growth for both Advisors and their clients.
This is what building better Advisor experiences looks like in practice.

Looking to explore what’s next for your practice?
Speak with an Optimize advisor: https://t.co/UD6tZaBh6o

#WealthStrategy #DayInTheLife

[Optimize Financial Group @Optimize_Wealth]

This week’s market update:

- AI Infrastructure: Sustained investment fueled tech growth.
- Market Breadth: Gains expanded beyond mega-cap tech.
- Falling Oil Prices: Lower energy costs eased inflation.
- Quality Companies: Robust earnings drove outperformance.

Next week’s focus: U.S. CPI, retail sales, and consumer spending data.

#WeeklyMarketRecap #MarketNews #EconomicUpdate

Data Sources: Bloomberg, U.S Census Bureau, U.S. Bureau of Labor Statistics, Optimize Asset Management (May 7th, 2026).

[Optimize Financial Group @Optimize_Wealth]

This Mother's Day, we're taking a moment to celebrate the mothers and mother figures who do so much for their families every single day. Your support, strength, and dedication never go unnoticed.

Happy Mother's Day from all of us at Optimize!

#HappyMothersDay #MothersDay