Karen Zeiger has over 25 years of experience helping individuals and small business owners reach their financial goals. A Certified Financial Planner and Certified Financial Divorce Specialist, she offers personalized guidance in tax planning, insurance, estate strategies, and wealth management. She works with clients both near her home in Mount Albert and throughout the Toronto area. Outside of work, Karen enjoys skiing, golfing, and exploring Toronto's art and theatre scenes.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Zeiger Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
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Meet the team
Karen Zeiger, CFP®
Wealth Planner
Harris Whiting, CIM®
Associate Portfolio Manager
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Karen Zeiger, CFP®
Wealth Planner
ABOUT
Harris Whiting, CIM®
Associate Portfolio Manager
ABOUT
Harris Whiting is an Associate Portfolio Manager at Optimize, where he helps clients invest with purpose and clarity. His role extends beyond portfolios to being a coach, educator, and trusted partner. He makes sure every decision reflects each client’s financial position and long-term goals. He also works with advisors to create a seamless, supportive client experience.
Early in his career, Harris recognized how money influences daily life. Driven by a passion for helping others feel confident in their finances, he entered financial services. Simplifying complex concepts into comprehensible action plans has been one of the most fulfilling aspects of his work. He provides steady guidance through market volatility, creating resilient portfolios that remain aligned with clients’ goals.
Outside of work, Harris enjoys distance running, golf, travelling, exploring Toronto’s restaurants, and keeping up with market trends. Most of all, he values quality time with family and friends.
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
ABOUT
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
Team Values
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The Zeiger Group prioritize exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.
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Honesty, transparency, and ethical practices are the foundation of The Zeiger Group. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, they create a trusted partnership that inspires confidence and builds lasting relationships.
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At The Zeiger Group, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.
Supporting our community
Providing equitable education opportunities for children is a cause The Zeiger Group is passionate about. By supporting First Book Canada, the team helps ensure that children in need have access to the resources they require to succeed academically. This reflects their dedication to fostering brighter futures through education and community involvement.
Improving health outcomes for children is a priority for The Zeiger Group Group. By contributing to SickKids, they support groundbreaking pediatric research and innovative care that benefits children and families. Their involvement underscores a commitment to advancing healthcare and creating a healthier future for the next generation.
Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for The Zeiger Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects their belief in a more compassionate and unified society.