Optimize Financial Group

This week’s market update covers the key developments shaping recent market performance:

• Consumer spending remained resilient
• Stocks and bonds moved higher
• Canadian banks reported strong earnings
• Booking Holdings gained 7.28%

Next week, investors will be watching job openings data, the ISM Services report, and Friday’s U.S. employment numbers.



Sources: Bloomberg (May 28, 2026), Optimize Asset Management (May 28, 2026), U.S. Bureau of Labor Statistics, and Institute for Supply Management.

This week’s market update highlights the key trends and developments that shaped recent market performance:

Nvidia: Shares gained 18.0% on AI momentum.
AI Growth: Revenue surged 85% to $81.6B.
Bond Markets: Higher long-term yields created income opportunities.
Housing: Pending home sales rose for the 3rd straight month.


Sources: Bloomberg (May 21, 2026), Optimize Asset Management (May 21, 2026), U.S. Bureau of Economic Analysis, and Statistics Canada.

We’re excited to welcome John Fleming to Optimize Wealth Management.

John brings a unique blend of experience and perspective, shaped by his background as a school teacher and lifelong passion for business and finance. Since transitioning into wealth management in 2008, he has focused on client education, thoughtful portfolios, and steady guidance through changing market conditions.

A great addition to the Optimize community. Welcome, John.

This week’s market update provides a closer look at the key drivers behind recent performance and evolving trends:

- Alphabet: Shares surge 13.8% as Gemini AI adoption climbs.
- Inflation: Energy and freight costs lift prices.
- Bond Markets: Higher yields boost income potential.
- Leadership: Mega-cap "Size" strategy continues to drive

portfolio outperformance. Learn how these developments impact your portfolio.



Sources: Bloomberg (May 14, 2026), Optimize Asset Management (May 14, 2026), Board of Governors of the Federal Reserve System (May 14, 2026), Nvidia Investor Relations (May 14, 2026), and the U.S. Census Bureau (May 14, 2026).

Here’s to sunshine, long weekends, and time well spent with the people who matter most.

Happy Victoria Day from all of us at Optimize!

What does corporate development look like behind the scenes? From first conversations with Advisors to navigating seamless transitions, it’s a process built on precision, trust, and long-term thinking.

For Chris Coholan, CIM®, it’s about helping Advisors recognize what’s possible: more time with clients, stronger platforms, and the ability to elevate the value they deliver every day.

Those moments when everything clicks are what drive meaningful growth for both Advisors and their clients.

This is what building better Advisor experiences looks like in practice.

Looking to explore what’s next for your practice?
Speak with an Optimize advisor: https://owm.com/book-a-meeting

This week’s market update highlighted several important themes influencing investor sentiment and overall market direction:

- AI Infrastructure: Sustained investment fueled tech growth.
- Market Breadth: Gains expanded beyond mega-cap tech.
- Falling Oil Prices: Lower energy costs eased inflation.
- Quality Companies: Robust earnings drove outperformance.

Looking ahead, investors will be focused on upcoming U.S. CPI inflation data, retail sales, and consumer spending trends for further insight into the path of economic growth and inflation.



Data Sources: Bloomberg, U.S Census Bureau, U.S. Bureau of Labor Statistics, Optimize Asset Management (May 7th, 2026).

This Mother's Day, we're taking a moment to celebrate the mothers and mother figures who do so much for their families every single day. Your support, strength, and dedication never go unnoticed.

Happy Mother's Day from all of us at Optimize!

We’re excited to welcome Chris Gerlinsky CFP®, CHS®, EPC, to Optimize Wealth Management.

Chris brings over two decades of experience in financial services, with a strong background in real estate and a specialization in risk management. He works closely with business owners, professionals, and families to develop thoughtful strategies that support long-term financial success.

A great addition to the Optimize community. Welcome, Chris.

This week’s market update provides a closer look at the key drivers behind recent performance and evolving trends:

- Alphabet: Surges as AI-driven earnings validate growth narrative.
- S&P 500: Record highs cap a strong 10% monthly rally.
- Credit Markets: AI financing shows increasing discipline and maturity.
- Leadership: Mega-cap dominance continues driving outperformance.

Learn how these developments impact your portfolio.



Data Sources: Bloomberg, Federal Reserve, U.S. BEA (April 30th, 2026).