Matthew Joseph McGrath
President And Chief Executive OfficerOptimize Wealth Management Inc.CRD 5755307
About Matthew Joseph McGrath
Matthew Joseph McGrath is listed as President And Chief Executive Officer at Optimize Wealth Management Inc. in Toronto, Ontario. Form ADV reports a beneficial ownership band of Under 5%. Matthew Joseph McGrath is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Optimize Wealth Management Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Joseph McGrath work?
Matthew Joseph McGrath is listed as President And Chief Executive Officer at Optimize Wealth Management Inc. on SEC Form ADV.
How much of Optimize Wealth Management Inc. does Matthew Joseph McGrath own?
Form ADV reports a beneficial ownership band of Under 5%.
Optimize Wealth Management Inc.
| Title | President And Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Optimize Wealth Management Inc.
| Title | Trustee Of Mcgrath 2024 Family Trust |
| Ownership | — |
| Control person | Yes |
| Since | 2024 |