About Us

At Optima Interactive, we empower individuals and businesses to achieve financial clarity, confidence and growth. Through tailored coaching and practical guidance, we simplify the complexities of money management, helping you take control and build a secure successful future.

Professionals standing
Optima interactive logo

About Optima Interactive

  • We are business coaches and finance experts with over 40 years of experience assisting individuals and companies in navigating the complexities of financial decision making and business growth.
  • Our passion is empowering people to take charge of their financial future and achieve sustainable growth.
Client Journey

Analysing every touchpoint and improving experience along the way.

Outreach

Global network of investors, lawyers, businesses and professional individuals.

Our Approach

  • Our approach is personalised, and results driven. We believe that education and confidence are at the heart of every successful financial decision. We work closely with each client to understand their unique challenges and create a tailored plan that fosters both knowledge and self-assurance.

    • Experienced Team

    Deep Partner Network

    Unique and Friendly Approach

    Laptop

    Qualifications & Experience

    FAIS, SAQ Wealth Management Certified, IMC Securities & Regulations Certified and Masters in Management.

    Screen with hand

    With a strong background in banking and finance, the team have helped clients improve profitability, reduce debt and achieve their financial and business goals through strategic planning and financial analysis.

    Our team regularly speak at industry events on topics such as “Power Women in Style” and “Unlocking Possibilities for you and your future generations” as well as universities across the United Kingdom.