Optimize Financial Group

We’re happy to welcome Allan Proos to Optimize Wealth Management.

With extensive experience in the financial services industry, Allan has built a strong foundation in investment advisory, financial planning, and wealth management. He takes pride in helping clients navigate their financial journey with strategies tailored to their unique goals.

A great addition to the Optimize community. Welcome, Allan!

Our latest Weekly Market Update covers the most important market developments from the past week and previews the major events to watch ahead:

​- U.S. services activity picked up as demand strengthened.
​- Bond markets rallied as inflation continued to ease.
​- Nvidia expanded its AI reach with a $13 billion acquisition.
​- Salesforce gained 24.95%, leading portfolio performance.
​- Information Technology and Size led performance.

Next week, investors will be watching U.S. producer prices, existing home sales, and inflation data.



Sources: Bloomberg (September 3, 2026), Optimize Asset Management (September 3, 2026).

This week’s Market Update explores the trends that influenced markets over the past week and the key events coming up next:

- Nvidia’s strong outlook pointed to continued momentum in AI investment.
- Technology gains expanded beyond chipmakers into software and cloud.
- Salesforce showed how AI adoption is translating into business growth.
- Meta gained 5.51%, leading our portfolio performance.
- Communication Services led our sectors while Quality was our strongest strategy.

Next week, investors will be watching the Bank of Canada’s interest rate decision, Canadian employment data, and the U.S. jobs report.



Sources: Bloomberg (August 27, 2026), Optimize Asset Management (August 27, 2026).

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This week’s Market Update explores the trends that influenced markets over the past week and the key events coming up next:

- Consumers continued spending while becoming more selective on price.
- Treasury buyback plans kept long-term bond yields attractive.
- Changing bond market dynamics created opportunities across asset classes.
- Merck rose 14.50%, making it our standout holding.
- Health Care led sector performance while Value remained our strongest strategy.

Looking ahead, investors will be watching U.S. Core PCE inflation, U.S. GDP, and Canadian GDP data.



Sources: Bloomberg (August 20, 2026), Optimize Asset Management (August 20, 2026).

We’re happy to welcome Elaine Kautz and Sara Noad to Optimize Wealth Management.

With over 42 years in financial services, Elaine has built her career around putting clients first and building relationships rooted in trust. Elaine and Sara take pride in uncovering opportunities that can make a meaningful difference in the lives and financial futures of their clients.

A great addition to the Optimize community. Welcome, Elaine and Sara!

Here are some of the key market insights and developments covered in this week’s Market Update:

- Easing wholesale inflation helped reduce price pressures.
- The job market remained on solid ground despite higher unemployment claims.
- Lower Treasury yields helped push stocks toward record highs.
- ConocoPhillips gained 10.66%, making it our top portfolio contributor.
- Energy led our sectors while Value was our strongest strategy.

Looking ahead, investors will be watching Canadian inflation data, the Federal Reserve’s policy update, and Canadian producer prices.



Sources: Bloomberg (August 13, 2026), Optimize Asset Management (August 13, 2026).

We’re excited to have Cameron Bergen join Optimize Wealth Management.

With 14 years of experience, Cameron believes good financial planning starts with understanding the person behind the plan. He focuses on each client’s priorities and develops personalized strategies around the life they envision.

We look forward to supporting Cameron’s continued growth!

In this week's Market Update, we break down the events that mattered most and what investors should be watching next:

- Treasury borrowing plans remained unchanged, supporting bond yields.
- Signs of a cooling labour market supported expectations for lower interest rates.
- Apple's expansion in India highlighted more resilient supply chains.
- Alphabet gained 7.26%, leading our portfolio.
- Information Technology and Size strategy were among the week's strongest performers.

Next week, investors will be watching U.S. inflation data, Producer Price Index, and Retail Sales.



Sources: Bloomberg (August 6, 2026), Optimize Asset Management (August 6, 2026).