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Mathew Conniff, B.Comm., Cfp, Cim Email & Phone Number
Investment Advisor at Optimize Wealth Management
at
Optimize Financial Group
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Advisor at Optimize Wealth Management
Location
Sherwood Park, Alberta, Canada
Company size
Who is Mathew Conniff, B.Comm., Cfp, Cim? Overview
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Quick answer
Mathew Conniff, B.Comm., Cfp, Cim is listed as Investment Advisor at Optimize Wealth Management at Optimize Financial Group, a with 226 employees, based in Sherwood Park, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Mathew Conniff, B.Comm., Cfp, Cim.
Mathew Conniff, B.Comm., Cfp, Cim previously worked as Wealth Planner and Certified Financial Planner at Aesica Financial / Optimize Wealth Management and Wealth Planner / Certified Financial Planner at Aesica Financial / Optimize Wealth Management. Mathew Conniff, B.Comm., Cfp, Cim holds Bachelor Of Commerce, Accounting from Macewan University.
Company email context
Email format at Optimize Financial Group
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Optimize Financial Group
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Profile bio
About Mathew Conniff, B.Comm., Cfp, Cim
I aim to create strong and lasting relationships with clients, providing them with quality service. I offer unbiased independent financial advice and investment management services to construct portfolios with investment solutions that are well positioned for long term growth.
Current workplace
Mathew Conniff, B.Comm., Cfp, Cim's current company
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Optimize Financial Group
7 roles
Mathew Conniff, B.Comm., Cfp, Cim work experience
A career timeline built from the work history available for this profile.
Wealth Planner And Certified Financial Planner
Aesica Financial / Optimize Wealth Management
Wealth Planner / Certified Financial Planner
Aesica Financial / Optimize Wealth Management
Certified Financial Planner
Aesica Financial / Fundex Investments Inc.
Mar 2020 - Oct 2021
Certified Financial Planner
Equate Financial Management / Fundex Investments Inc.
May 2019 - Mar 2020
Financial Assistant
Equate Financial Management / Fundex Investments Inc.
May 2016 - May 2019
Personal Banking Specialist
Sep 2013 - May 2016
1 education record
Mathew Conniff, B.Comm., Cfp, Cim education
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Macewan University
FAQ
Frequently asked questions about Mathew Conniff, B.Comm., Cfp, Cim
Quick answers generated from the profile data available on this page.
What company does Mathew Conniff, B.Comm., Cfp, Cim work for?
Mathew Conniff, B.Comm., Cfp, Cim works for Optimize Financial Group.
What is Mathew Conniff, B.Comm., Cfp, Cim's role at Optimize Financial Group?
Mathew Conniff, B.Comm., Cfp, Cim is listed as Investment Advisor at Optimize Wealth Management at Optimize Financial Group.
Where is Mathew Conniff, B.Comm., Cfp, Cim based?
Mathew Conniff, B.Comm., Cfp, Cim is based in Sherwood Park, Alberta, Canada while working with Optimize Financial Group.
What companies has Mathew Conniff, B.Comm., Cfp, Cim worked for?
Mathew Conniff, B.Comm., Cfp, Cim has worked for Optimize Financial Group, Aesica Financial / Optimize Wealth Management, Aesica Financial / Fundex Investments Inc., Equate Financial Management / Fundex Investments Inc., and Atb Financial.
How can I contact Mathew Conniff, B.Comm., Cfp, Cim?
You can use AeroLeads to view verified contact signals for Mathew Conniff, B.Comm., Cfp, Cim at Optimize Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Mathew Conniff, B.Comm., Cfp, Cim attend?
Mathew Conniff, B.Comm., Cfp, Cim holds Bachelor Of Commerce, Accounting from Macewan University.
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