About Optimal Analytics
Your trusted partner in achieving financial excellence through strategic planning and intelligent investment management
Our Story
Founded in Ottawa, Optimal Analytics was born from a simple yet powerful belief: every individual and business deserves access to sophisticated financial planning and investment management services. Our journey began with a commitment to democratize high-quality financial advisory services, making them accessible to a broader range of clients while maintaining the personalized attention traditionally reserved for ultra-high-net-worth individuals.
Located in the heart of Ottawa at 524 O'Connor Street, we have been serving the National Capital Region with distinction, building lasting relationships based on trust, transparency, and exceptional results. Our team combines deep financial expertise with cutting-edge analytical tools to deliver optimal outcomes for our clients.
What sets us apart is our unwavering commitment to data-driven decision making. In an industry often driven by emotion and speculation, we rely on rigorous analysis, comprehensive research, and proven methodologies to guide our investment strategies and financial planning recommendations.
Our Mission & Values
Our Mission
To empower our clients to achieve their financial goals through intelligent investment strategies, comprehensive planning, and unwavering commitment to their success. We strive to be the trusted advisor that helps individuals and businesses navigate the complexities of the financial markets.
Integrity
We operate with the highest ethical standards, always putting our clients' interests first. Our recommendations are based on thorough analysis and what we believe is best for each client's unique situation.
Excellence
We are committed to delivering exceptional service and results. Our team continuously invests in education and technology to stay at the forefront of the financial advisory industry.
Innovation
We embrace new technologies and methodologies that can enhance our ability to serve our clients. From advanced analytics to digital planning tools, we leverage innovation to create better outcomes.
Partnership
We view our relationship with clients as a true partnership. We work collaboratively to understand your goals, challenges, and preferences, adapting our approach to meet your evolving needs.
Transparency
Clear communication and honest dialogue are fundamental to our approach. We ensure our clients understand their portfolios, strategies, and the reasoning behind our recommendations.
Our Leadership Team
Sarah Richardson, CFA
Chief Investment Officer
With over 15 years of experience in portfolio management and financial analysis, Sarah leads our investment committee and oversees all investment strategies. She holds a CFA designation and has a proven track record of delivering superior risk-adjusted returns for clients.
Michael Chen, CFP
Senior Financial Planner
Michael specializes in comprehensive financial planning and retirement strategies. His expertise in tax-efficient planning and estate strategies has helped numerous families secure their financial futures. He holds both CFP and CPA designations.
Jennifer Martinez, CPA
Director of Tax Planning
Jennifer brings extensive experience in tax optimization and corporate financial planning. Her strategic approach to tax-efficient investing and planning has saved clients significant amounts while maximizing their after-tax returns.
David Thompson, CAIA
Research Analyst
David leads our research efforts and alternative investment strategies. His quantitative background and expertise in alternative investments provide our clients with access to sophisticated investment opportunities and portfolio diversification.
Our Commitment to You
At Optimal Analytics, we understand that your financial future is not just about numbers on a statement—it's about your dreams, your family's security, and your peace of mind. That's why we take a holistic approach to financial advisory services, considering not just your investments, but your entire financial picture.
We are committed to providing transparent, objective advice that serves your best interests. As fee-only advisors, we are not influenced by commissions or product sales, ensuring that our recommendations are based solely on what we believe is best for your financial success.
Our team stays current with market trends, regulatory changes, and new planning strategies through continuous education and professional development. This commitment to excellence ensures that our clients benefit from the most current and effective financial strategies available.