Your Team

Gerald has been nothing short of amazing to work with. He helped us buy our first home and provided so much education to me in a patient and easy to understand way. He always responded promptly and went above and beyond and out of his way for us many times. We can’t thank him enough and would highly recommend him.

Working with Sam and the Optalife team has been a dream!  My financial journey has been carefully taken into consideration and crafted as to meet my future financial goals.  I have felt like I was in good hands every step of the way. Sam is a fantastic guy and such a pleasure to work with. Highly recommend.

I can speak highly enough about Sam and the Team at Optalife. They provide incredibly strategic, thorough and tailored financial advice in a plain speak and timely manner. I currently in the early days of a safe and financially secure retirement - thanks in no small part to the advice and support from Optalife over the last 5 years.

An Exceptional, Thorough and Professional Service!I've been working with the Optalife team throughout my first home purchase and all associated financial requirements. Everything from initial contact with Optalife and corresponding dealings, through to home ownership has been nothing short of outstanding. The team's attentiveness to detail, professionalism and courteous manner made the entire financial aspect of home ownership a breeze, always ensuring that I was aware of the progress on applications. I won't be looking elsewhere for any of my future financial needs. Thanks Optalife and keep up the great service!

Highly recommend! They are fantastic financial advisors, patient in answering all our questions, transparent and they certainly went above and beyond our expectations in guiding us through our long and short term goals. It's been such a pleasure working with Sam, Gerald and Brittany for over a year. Very happy to have found Optalife.

My spouse and I began financial planning at the age of 26, and it’s been amazing for us working with a financial planner for wealth creation. Additionally, it allowed us to learn about wealth creation, instill discipline in our spending, and prepare our family for the future. Over the past decade, I have interacted with Samuel Wakefield, Director of Optalife Financial Services, initially through a previous organization and for the past six years through Optalife. Sam is an extremely competent financial advisor who prioritizes customer needs, provides clear explanations, and educates clients throughout the process. He is consistently available to address questions, and interactions leave a sense of confidence in the planning for our future. The team at Optalife, including Gerald Wong, who I have also worked with over the past six years, have been amazing and supportive throughout this journey. I have recommended Optalife to family and friends who have taken up their services and will continue to recommend them. Thank you Optalife team!