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.”