Optimum Financial Group is a global, privately-owned financial institution operating in actuarial consulting, asset management, insurance, IT, and real estate. They offer services in Canada, the U.S., and France, managing nearly $8 billion CAD in assets[1][5]. Their target audience includes institutional clients, pension funds, and individuals. The unique selling proposition is their integrated approach combining financial expertise with technological innovation and a focus on ESG factors, providing personalized solutions to enhance clients' financial security[1][5]. Their commitment to rigorous and creative strategies sets them apart in the financial services sector[1].