Cesar Cossio
Portfolio Manager at Optimize Wealth Management | Toronto, Ontario, Canada
Cesar Cossio’s Email & Phone Number
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Portfolio Manager at Optimize Wealth Management in July 2024 - Present
Associate Portfolio Manager at Optimize Wealth Management in November 2023 - July 2024
Associate Portfolio Manager at MacNicol & Associates Asset Management Inc. in April 2022 - November 2023
Investment Analyst at Accilent Capital Management in July 2018 - April 2022
Dealing Representative at Accilent Capital Management in January 2018 - April 2022
Business Analyst at Scotiabank in January 2018 - December 2018
Project Control Officer at CGI in January 2017 - December 2017
York University, Bachelor of Arts (B.A.), October 2026
Bishop's College School, October 2026
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life. What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth. Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future. Set your goals. Let’s make them happen.
Discover more about Optimize Wealth Management
Content Writing Manager @ Optimize Financial Group 🧭
Manager, Content Writing at Optimize Financial Group
(July 2025 – Present)
Vice President, Portfolio Management
Vice President, Portfolio Management at Optimize Financial Group
(August 2025 – Present)
Associate Portfolio Manager at Optimize Wealth Management
Associate Portfolio Manager at Optimize Wealth Management
(February 2025 – Present)
Head of AI @ Optimize Financial Group | Agentic AI & ML for Wealth Management
Head of AI at Optimize Financial Group
(Nov 2025 – Present)
President and CEO at Optimize Wealth Management
Head of Advisory Channel at Optimize Wealth Management
(Aug 2009 – Present)
Wealth Planner at Optimize Wealth Management
Wealth Planner at Optimize Wealth Management
(Nov 2021 – Present)
What is Cesar Cossio email address?
Email Cesar Cossio at [email protected] and [email protected]. This email is the most updated Cesar Cossio's email found in 2026.
How to contact Cesar Cossio?
To contact Cesar Cossio send an email to [email protected] or [email protected]. (updated on June 04, 2025)
What company does Cesar Cossio work for?
Cesar Cossio works for Optimize Wealth Management.
What is Cesar Cossio's role at Optimize Wealth Management?
Cesar Cossio is Portfolio Manager
What industry does Cesar Cossio work in?
Cesar Cossio works in the Investment Management industry.
