The Andrew Mackenzie Group
Andrew Mackenzie, CFP®, CIM®
Wealth Planner
Georgetown, Ontario
About Andrew
Andrew has been in the financial planning industry since 1993, helping clients achieve their financial goals through innovative problem solving and expert guidance.
Andrew is passionate about educating his clients and guiding them towards financial well-being. Through detailed, logical and comprehensive presentations, Andrew finds creative ways for his clients to discover their goals and create a path to achieve them. His passion lies in empowering his clients to financial freedom and peace of mind.
Andrew’s varied industry experience allows him to give insight to his clients’ distinct needs, servicing clients from accumulation through to a successful retirement. He has helped business owners plan for and save millions with a variety of effective strategies. His familiarity working with entrepreneurs has given him a solid understanding of the financial challenges and opportunities facing both new and seasoned business owners.
Andrew believes in the value of good financial planning and the effect it can have on the lives of the clients he serves. His dedication to the ideals of honesty, integrity and diligence fuels his drive to improve the financial lives of his clients by empowering them with knowledge.
Giving back to his community is important to Andrew. He has served as a mentor and role model for other financial professionals in a very challenging industry.
Andrew is an avid skier, letting the mountains lead his winter dance. Wanting to share his passion for fitness and sport, he is also a ski instructor and former rugby coach.
Andrew is inspired by and grateful for the trust he is given by his clients and looks forward to helping more people gain financial confidence.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Andrew Mackenzie Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Andrew provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Patrick Bellmore is the Portfolio Manager who advises and manages client investment accounts, while Andrew helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning and estate planning. Additionally, as a registered insurance advisor, Andrew provides his clients with tailored insurance solutions.
Please know that Andrew Mackenzie is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
andrew.mackenzie@optimize.ca
416-726-3680
Office Location
The Andrew Mackenzie Group
Nick Cup
Portfolio Manager
William Gilroy
Portfolio Manager
Diana Westwood
Wealth Planner
Alex Mackenzie
Business Development Manager
Sue Bayley
Office Manager