Optimize Financial Group

10/16/2026

10/13/2026

“Video Killed the Radio Star.” — The Buggles

In the newest edition of The Week Ahead, James Neals, CFA, Vice President & Portfolio Manager, explores how new technology is once again rewriting the rules for corporate America. Just as video disrupted radio, AI is transforming entire industries from the ground up. The infrastructure is being built at record speed—the only question left for investors is whether the returns will match the price tag.

Swipe through to read our 3 key market outlooks for this week!

10/09/2026

Our latest Market Update looks at the stories that mattered most to investors this week and the data coming up next:

​- Jobless claims stayed below 200,000 for a fourth straight week.
- ​Bond demand stayed strong as yields held near multi-decade highs.
​- Google introduced a new AI agent for the workplace.
​- Accenture gained 7.24%, leading portfolio performance.
​- Information Technology and Size led performance.

Next week, investors will be watching U.S. home sales and inflation data.



Sources: Bloomberg (October 8, 2026), Optimize Asset Management (October 8, 2026).

10/08/2026

Thanksgiving is a time to slow down, appreciate the people around us, and enjoy the moments that make this season special. From time spent together to traditions shared year after year, it’s a chance to reflect on what matters most.

Wishing you a wonderful Thanksgiving and a great long weekend from all of us at Optimize!

10/05/2026

“Get in, loser. We’re going shopping.” — Mean Girls    

In the newest edition of The Week Ahead, James Neals, Vice President & Portfolio Manager, explores how the North American consumer seems to have adopted a simple economic strategy: ignore the gloomy headlines and keep shopping. While consumer confidence is shaky, credit cards keep swiping. Combined with cooling inflation, this unexpected demand is keeping the economy on solid footing while unlocking attractive setups across both equities and bonds.

Swipe through to read our 3 key market outlooks for this week!

10/02/2026

Here are some of the key market insights and developments covered in this week’s Market Update:

​- U.S. manufacturing expanded for a ninth straight month.
​- Jobless claims stayed near historic lows.
​- Bond yields climbed to their highest level since 2002.
​- Booking Holdings gained 4.5%, leading portfolio performance.
- ​Information Technology and Quality led performance.

Next week, investors will be watching U.S. services data, Fed meeting minutes, and Canada’s jobs report.



Sources: Bloomberg (October 1, 2026), Optimize Asset Management (October 1, 2026).

10/01/2026

“The future looks really bright.”

In a time of inflation and uncertainty, Nathan Revoal is helping his clients feel confident about what’s ahead. Optimize gives him the tools to deliver high-end wealth management, and his clients are seeing the difference.

Thank you, Nathan, for being part of the Optimize community and sharing your experience.

09/28/2026

“Don’t let yourself get attached to anything you are not willing to walk out on in 30 seconds flat if you feel the heat around the corner.” - Robert De Niro in Heat

In the newest edition of The Week Ahead, James Neals, Vice President & Portfolio Manager, breaks down why feeling the “heat” in today’s economy is a reminder to stay flexible rather than attached to past trades. While soaring diesel costs and 5.20% yields create real friction, markets have a habit of pricing the fire before the smoke clears, paving the way for compelling opportunities across both bonds and equities.

Swipe through to read our 3 key market outlooks for this week!

Source: Bloomberg (September 28, 2026)

09/25/2026

Our latest Market Update takes a closer look at the key events and trends that shaped markets this past week:

​- Corporate profit margins are heading toward record levels.
​- Bond yields climbed to their highest levels in years.
​- AI growth is creating new demand for energy.
​- Meta gained 10.51%, leading portfolio performance.
​- Information Technology and Size led performance.

Next week, investors will be watching U.S. job openings, GDP data, and the U.S. jobs report.



Sources: Bloomberg (September 24, 2026), Optimize Asset Management (September 24, 2026).

09/24/2026

We’re happy to welcome Ramsay Mery to Optimize Wealth Management!

With over 40 years of industry experience, Ramsay brings deep expertise in comprehensive financial planning, tax-efficient strategies, and estate planning.

Early in his career, he played an integral role in building India’s open-end mutual fund industry, an experience that still fuels his passion for innovation in financial services.

Guided by a simple philosophy that success is built on trust, clear communication, and consistent effort, Ramsay helps clients move through their financial journeys with clarity and confidence.

A great addition to the Optimize community. Welcome, Ramsay!