Wilfried Johnson

Client Success & Marketing Lead @Optimize Financial Group

Regina, SK, CA

As the Client Success & Marketing Lead at Optimize Wealth Management (“Optimize”), I serve as the primary link between our clients and the firm, working closely with my business partner to ensure every interaction upholds our values of transparency, clarity, care, and expert financial guidance. I oversee initiatives that enhance the client journey from the very first contact through onboarding, providing timely updates and setting clear expectations to foster trust and confidence.My role also involves driving our digital marketing efforts, engaging with the community, and creating educational content to showcase our comprehensive service: including financial planning, portfolio management, tax strategies, and estate solutions. I advocate for our clients by tailoring communication to their needs and ensuring they always feel supported.Above all, my goal is to build lasting relationships that strengthen Optimize’s reputation for integrity and personalized service.

COMPLEXE SCOLAIRE ST JOSEPH

DEC

Université du Québec à Trois-Rivières

Bachelor of Business Administration (B.B.A.)