Optimize Wealth Management - Ransom & Johnson Advisory Team
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours.
Insurance products and services are offered through Island Choice Insurance Brokers, an independent and separate company from Optimize Wealth Management.
04/05/2022
04/09/2021
An interesting commentary on why you may want to delay taking your CPP benefits!
Taking CPP at 60 costs more than $100,000 in retirement income New study from National Institute of Ageing finds shortfalls in advice cause Canadians to take benefits too early
04/07/2021
Why the Wall Street David vs. Goliath story of GameStop highlights the value of a good financial advisor:
GameStop and the benefits of working with an advisor Why the Wall Street David v Goliath story highlights the value of a good financial advisor
04/07/2021
The team at Island Choice is committed to investing with your values in mind. Learn more about how we employ socially responsible investing strategies:
Socially Responsible Investing | Island Choice Wealth Planners Green is Growing! Socially responsible investing (SRI) is growing in popularity as more investors realize that aligning their portfolios with their personal values does not have to come at the expense of financial returns. The value of global assets applying environmental, social and governance data...
04/07/2021
Some interesting commentary on why higher borrowing costs may be right around the corner! Have you thought about hedging against rising rates? Let our advisors show you how:
Canadians should brace themselves for higher borrowing costs earlier than expected, economists warn Better economic outlook could prompt the Bank of Canada to indicate as early as April a quicker liftoff in rates
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Rick Lluis , CFP - Financial Planner
777 Royal Oak Drive
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Investing and financial planning and education have been my passion for over 10 years. Together with
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