KPZ Financial

We’ve been providing “one stop financial shopping” for over 25 years - call us to optimize your finances, from taxes to insurances to investments - we can help! Karen Zeiger and KPZ Financial are proud to join Optimize Wealth Management to provide full-service financial consulting services and become your "One Stop Financial Shopping" destination. Specializing in entrepreneurs and small businesses

, Karen thrives on helping her clients attain their financial goals. Whether it is the security of knowing their client has all their financial needs addressed or the satisfaction of paying the least amount of tax possible, Karen finds the optimum financial solution. 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 port-graduation in Toronto and is was there she discovered her passion for working with individuals and small businesses. Karen has been a licensed mutual fund representative and since 1995 and a Certified Financial Planner since January 2003, a designation that encompasses knowledge pertaining to all aspects of financial planning. Karen provides clients with a comprehensive approach to financial planning, tax preparation, and will preparation, ensuring her clients always benefit from the highest level of service. At Optimize, Karen works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investments goals. Services:

Financial Planning
Divorce Financial Analysis
Investments
Tax Planning and Consulting Services
Tax Preparation
Will and Estate Planning
Loans and Mortgages
Insurance Solutions