Bringing you live news and features since 2006 

Optimize Wealth Management adds industry veteran as Head of Financial Planning

RELATED TOPICS​

Optimize Wealth Management has appointed Warren MacKenzie, CPA, CA, CIMA, CIM as the firm’s Head of Financial Planning.  

In this role, MacKenzie will continue to work directly with clients and their financial planning needs in addition to being in charge of the overall financial planning direction which Optimize Wealth Management takes. 
 
MacKenzie, who brings with him over thirty years of experience in the financial services industry, is well known for his advocacy for investor education and his fixation on bringing transparency and objectivity to the financial planning industry. MacKenzie launched Weigh House Investor Services where he provided unbiased investment advice to his clients, which focused on uncovering hidden investment costs while still optimising their specific financial picture. He is the author of The Unbiased Advisor, Zen and The Art of Wealth, and co-author of the New Rules of Retirement and The CARP Financial Planning Guide and is a regular contributor to various media publications such as The Financial Facelift in the Globe and Mail as well as the Money Saver magazine. 
 
MacKenzie says: ”I am thrilled to be part of the Optimize Wealth Management team. I have always been passionate about delivering advice rooted in sound investment principles to help clients achieve their specific financial goals. I look forward to continuing this tradition at Optimize.”
 
Matthew McGrath, Optimize Wealth Management’s Senior Partner & Portfolio Manager, says: “We are very excited to welcome Warren to our team at Optimize.  Not only does he bring expertise in financial planning but also a dedication to always do the right thing for his clients. He will make a tremendous role model for our employees and his advice will be invaluable to our current and future clients.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by