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OPTIM Financial SolutionsFinancial advisor in Waterloo, ON

OPTIM Financial Solutions is a financial advisor at 490 Dutton Dr B7, Waterloo, ON N2L 6H7, ranked #36 of 109 financial planners in Waterloo and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waterloo, ONUpdated 0 paid placements in any rankingHow we rank

Call (519) 744-3698Website ↗

Key facts

Key facts about OPTIM Financial Solutions
Address490 Dutton Dr B7, Waterloo, ON N2L 6H7Get directions
Phone(519) 744-3698
Websiteoptimfinancial.ca
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Waterloo and 6 towns within 40 km: Kitchener, New Hamburg, Guelph, Cambridge, Paris and Stratford.

Based in Waterloo, ONView on map

Opening hours

Opening hours for OPTIM Financial Solutions
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about OPTIM Financial Solutions

How is OPTIM Financial Solutions ranked in Waterloo?

OPTIM Financial Solutions is ranked #36 of 109 financial planners in Waterloo by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are OPTIM Financial Solutions’ hours?

OPTIM Financial Solutions is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does OPTIM Financial Solutions serve?

Serves Waterloo and 6 towns within 40 km: Kitchener, New Hamburg, Guelph, Cambridge, Paris and Stratford. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about OPTIM Financial Solutions?

OPTIM Financial Solutions has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact OPTIM Financial Solutions?

Call OPTIM Financial Solutions on (519) 744-3698. The business is at 490 Dutton Dr B7, Waterloo, ON N2L 6H7. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

OPTIM Financial Solutions compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
OPTIM Financial Solutions (this business)—635.0 (6)NoNo
Co-operators - James W A Morris Insurance Group Inc#34634.4 (28)NoNo23.2 km
Co-operators#35633.2 (33)NoNo3.7 km
Blair Financial Services#37634.1 (9)NoNo0.1 km

See all 109 ranked financial planners in Waterloo