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Posted by Optimize on July 21, 2022

Optimize Wealth Welcomes

Karen Zeiger and its newest office in Mount Albert, Ontario, furthering its Nationwide Expansion

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Karen Zeiger CFP

Toronto, July 21, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Karen Zeiger to the firm. Karen has extensive experience helping families in the Mount Albert region.

“We are pleased to have another highly skilled and experienced planner like Karen join the Optimize team. We are confident that she will help us continue to provide a premier level of service to our clients,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.

At Optimize Wealth’s newest office in Mount Albert, Karen will provide clients with a comprehensive approach to financial planning, benefiting from the support of an experienced team of licensed portfolio managers to help achieve clients’ long-term financial goals.

“I’m thrilled to be joining Optimize,” said Karen Zeiger. “The move ensures that my clients will benefit from robust portfolio management and a multi-family office platform from one of Canada’s leading portfolio management firms”.

About Karen Zeiger

Karen began her career graduating from McMaster University with a Bachelor of Commerce degree in Accounting and Finance.  She worked with a major accounting firm post graduation in Toronto and it was there that she discovered her passion for working with individuals and small businesses.  Karen has been a licenced mutual fund representative since 1995 and a Certified Financial Planner since January 2003, a designation that encompasses knowledge pertaining to all aspects of financial planning, including insurance needs analysis and estate planning.  Add these credentials to her accounting and tax background, and you have KPZ Financial, your “One Stop Financial Shopping” enterprise.

In 1996, Karen moved her office from Toronto to her home in Mount Albert, a quaint town north of the city.  This allowed her to have more time with her family and a better environment to focus on her clients’ unique needs.  She currently holds a life insurance licence and is a Certified Financial Divorce Specialist, along with her CFP designation.  

Karen thrives on helping her clients attain their financial goals.  Whether it be the security of knowing the client has all their financial needs addressed or the satisfaction of paying the least amount of tax possible, Karen finds the optimum financial solution.  This was actualized recently when a long-term client thanked her for getting him to the finish line of a solid financial foundation for his retirement years.

Although Karen loves the country air, she is also a devoted fan of Toronto’s art and theatre scenes, as well as an avid skier and golfer.  As such, her clients are both local to her office as well as the surrounding Toronto area, feeding her love of country and city simultaneously, all the while helping her clients to, as they say, “sleep at night”.

About the Optimize Wealth Advisor Platform

Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Advisor Platform whereby Advisors can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Advisor Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables advisors and financial planners alike to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.

Join Optimize Wealth: A firm built by Advisors, for Advisors

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The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical advisors are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business.

We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues they generate from their clients.

Looking to Grow Your Practice or Map Your Exit?

Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.

 

Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium advisor compensation structure can find out more by scheduling a Confidential Introductory Meeting.