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Dave T. Email & Phone Number
Senior Portfolio Manager
at
Optimize Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Portfolio Manager
Location
Toronto, Ontario, Canada
Company size
Who is Dave T.? Overview
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Quick answer
Dave T. is listed as Senior Portfolio Manager at Optimize Wealth Management, a with 1 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Dave T..
Dave T. previously worked as Portfolio Manager at Optimize Wealth Management and Associate Portfolio Manager at Optimize Wealth Management. Dave T. holds Bachelor Of Management And Organizational Studies (Bmos) from Western University.
Company email context
Email format at Optimize Wealth Management
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Optimize Wealth Management
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Profile bio
About Dave T.
Providing clients with a multi-family office approach to wealth management using a pension style investment strategy.Investment Management | Financial Planning | Tax Preparation | Wills & Estates | Lending | Insurance2 x Ironman, 4 x Half Ironman
Current workplace
Dave T.'s current company
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Optimize Wealth Management
6 roles
Dave T. work experience
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Portfolio Manager
Bringing extensive experience as a Portfolio Manager, along with a robust background in comprehensive suitability analyses, I specialize in delivering bespoke investment recommendations tailored to individual client needs. My expertise extends to providing detailed and personalized Financial Planning, encompassing retirement and income planning strategies, as well as tax optimization, Will, and estate planning considerations. Adept at ensuring adherence to regulatory standards and fostering enduring client relationships, I possess a proven track record of providing sound financial guidance and cultivating long-term partnerships with clients.
Associate Portfolio Manager
Sep 2021 - Oct 2023
Senior Financial Analyst
Jun 2021 - Sep 2021
Associate Investment Advisor
Nov 2019 - May 2021
Associate
May 2018 - Oct 2019
2 education records
Dave T. education
Bachelor Of Management And Organizational Studies (Bmos)
Education record
Bracebridge And Muskoka Lakes Secondary School
FAQ
Frequently asked questions about Dave T.
Quick answers generated from the profile data available on this page.
What company does Dave T. work for?
Dave T. works for Optimize Wealth Management.
What is Dave T.'s role at Optimize Wealth Management?
Dave T. is listed as Senior Portfolio Manager at Optimize Wealth Management.
Where is Dave T. based?
Dave T. is based in Toronto, Ontario, Canada while working with Optimize Wealth Management.
What companies has Dave T. worked for?
Dave T. has worked for Optimize Wealth Management and Bmo Nesbitt Burns.
How can I contact Dave T.?
You can use AeroLeads to view verified contact signals for Dave T. at Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Dave T. attend?
Dave T. holds Bachelor Of Management And Organizational Studies (Bmos) from Western University.
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