Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—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

Andrew Mackenzie CFP®, CIM®

Senior Wealth Planner

Andrew Mackenzie

Senior Wealth Planner

Andrew MacKenzie has been in the financial services industry for 32 years, specializing in corporate planning and charitable giving strategies. He earned his Bachelor’s degree in Business from Wilfrid Laurier University and later obtained both the Chartered Investment Manager and Certified Financial Planner designations, further strengthening his expertise.

For Andrew, the most rewarding moments in his career come from helping clients achieve meaningful financial outcomes. Whether it’s providing peace of mind in retirement, supporting a child’s university graduation, or establishing a lasting charitable legacy, these milestones are what he values most.

Outside of work, Andrew stays active by playing squash, working out, and tending to his garden at home. His commitment to both his clients and personal well-being reflects his dedication to balance, thoughtful planning, and long-term success in all areas of life.

Email: andrew.mackenzie@optimize.ca
Phone: (416) 726-3680

Diana Westwood

Wealth Planner

Diana Westwood

Wealth Planner

Diana has spent her 30-year career helping clients successfully achieve their financial goals. Leading with both head and heart, Diana’s intuition helps her understand her clients’ needs. Her exceptional industry knowledge and attention to detail helps her clients reduce their taxes, implement wealth management strategies and create financial well-being. With integrity and appreciation, Diana enjoys meeting new clients and helping them find solutions to their individual challenges while ensuring their specific priorities come first.

As a Registered Retirement Consultant, Diana helps her clients build pre-retirement and retirement succession plans that work for their individual situations. Her extensive experience working with clients at the various stages of their lives, whether it’s at the beginning of their career, after a life change or when thinking about retirement allows Diana to be innovative when assessing clients’ needs and she’s able to collaborate with her clients to develop a focused and comprehensive financial plan.

Diana received the prestigious Certified Financial Planning designation in 1998, confirming her dedication to the requirements and needs of her clients and empowering them to be prepared for financial opportunities and challenges. By providing consistent and honest guidance, Diana is a trusted partner for her clients, their families, providing clarity and peace of mind as they plan for their future.

Diana enjoys spending time with her husband, children and young grandchildren. She’s an avid gardener, distance cyclist and loves a good book on a sunny day by the pool.

Email: diana.westwood@optimize.ca
Phone: (416) 726-3680

Nick Cup

Supervising Portfolio Manager

Nick Cup

Supervising Portfolio Manager

Email: nick.cup@optimize.ca
Phone: 416-900-3887

William Gilroy

Portfolio Manager

William Gilroy

Portfolio Manager

Email: william.gilroy@optimize.ca
Phone: 437-253-1371

Team values

Honesty

Honesty is the foundation of Mackenzie Westwood Wealth Advisory's approach to financial planning. Andrew and his team believe that clients deserve clear, straightforward advice that helps them make informed decisions about their financial future. They prioritize full transparency, ensuring clients understand their options, risks, and opportunities without confusion or unnecessary complexity. Rather than offering generic solutions, Mackenzie Westwood Wealth Advisory provides thoughtful, personalized guidance rooted in truth and trust.

Integrity

At Mackenzie Westwood Wealth Advisory, integrity is more than just a principle—it’s a commitment to always acting in the best interests of their clients. Andrew and his team believe in doing what’s right, even when it’s not the easiest path, and hold themselves to the highest standards of professionalism. Integrity means following through on commitments, maintaining consistency in their guidance, and treating every client with the same level of respect and dedication.

Communication

Effective communication is at the heart of every client relationship at Mackenzie Westwood Wealth Advisory. They believe listening is just as important as speaking, ensuring each client’s needs, goals, and concerns are fully understood before offering solutions. By simplifying financial concepts and providing clear, actionable advice, Mackenzie Westwood Wealth Advisory helps clients feel informed and confident in their decisions.

Timeline

April 1993

Andrew begins his career as a Consultant at IG Wealth Management, helping clients with financial planning and investment strategies.

July 1997

He is promoted to Division Director at IG Wealth Management, leading a team and mentoring advisors while continuing to provide client-focused financial solutions.

December 2008

Andrew advances to Regional Director at IG Wealth Management, overseeing operations, advisor development, and client services at a regional level.

May 2022

Joined Optimize Wealth Management as a Senior Financial Planner, bringing decades of experience to help clients achieve their financial goals with tailored strategies.

Supporting our community

Advancing pediatric health is a key focus for Mackenzie Westwood Wealth Advisory. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes while offering hope and healing to families, underscoring their commitment to bettering lives and strengthening communities.

Mackenzie Westwood Wealth Advisory is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects their dedication to fostering a brighter future where every child has access to quality education and the tools they need to succeed.

Promoting cultural awareness and reconciliation is an important value for Mackenzie Westwood Wealth Advisory. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada. This involvement highlights their commitment to creating a more inclusive, unified, and compassionate society for future generations.