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Karen Rotz

Karen Rotz, CFP®

Certified Financial Planner®
Investment Funds Advisor - Investia Financial Services Inc.

Karen has been in the Financial Services Industry since 1988 and is fully licensed as an Insurance and Mutual Fund Investment Advisor. Her experience has helped her to acquire extensive knowledge, skills and ethics to build long term and honest relationships with her clients.

Her career started at Family Savings & Credit Union, now First Ontario Credit Union, as a part time teller and quickly moved up to the loan and mortgage department in various roles including administration and mortgage and loan lender. Throughout the years in the Credit Union system, she moved on to working at the IT centre learning and understanding the back office, reporting and helping to implement major bank systems. She was then promoted to Branch Manager handling the overall operations of a branch and ensuring that sales, operations and customer services ran successfully and efficiently.

During these years with the Credit Union she performed many roles and decided it was time to specialize in one area of the Financial Industry. She joined Money Concepts in January 2005 to work with Al Teeter, a well known and respected advisor in the Insurance and Investing Profession. In 2008 Teeter/Rotz Financial was incorporated and together Al and Karen worked together with their many clients to help achieve financial success.

In 2019, Teeter Rotz Financial amalgamated with Integrated Wealth Advisory. This transition ensured that Karen would be able to continue to offer and provide increased value, services, tools and best practices to her existing and new clients.