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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Mackenzie Westwood Wealth Advisory, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet the team

Andrew Mackenzie CFP®, CIM®
Senior Wealth Planner
Diana Westwood
Wealth Planner
Nick Cup, MBA, CFP®, CIM®
Portfolio Manager
William Gilroy, CFA®, MA
Portfolio Manager

Team values

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Honesty as Our Foundation 

Honesty is the foundation of Mackenzie Westwood Wealth Advisory's approach to financial planning. Our team believes clients deserve clear, straightforward advice that helps them make informed decisions about their financial futures. They prioritize full transparency, making sure clients understand their options, risks, and opportunities, without confusion or unnecessary complexity.

Unwavering Commitment to Integrity

At Mackenzie Westwood Wealth Advisory, integrity is more than just a principle — it’s our commitment to always act in the best interests of our clients. Our team believes in doing what’s right, even if it’s not the easiest path. We hold ourselves to the highest professionalism and industry standards, so clients receive personalized, meaningful financial guidance.

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Effective Communication Practices

Effective communication is at the heart of every client relationship at our firm. We believe listening is more important than speaking, meaning we first get  clear on each client’s goals and concerns before offering solutions. By integrating clients’ personal values into our actionable advice, we help clients feel informed and confident in their decisions.

Timeline

1993

Andrew began his career as a Consultant at IG Wealth Management, helping clients with financial planning and investment strategy support.

1997

Promoted to Division Director at IG Wealth Management, leading and mentoring advisors while continuing to provide client-focused financial solutions.

2008

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

2022

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

Supporting our community

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The Mackenzie Westwood Wealth Advisory is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

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Advancing pediatric health is a priority for Mackenzie Westwood Wealth Advisory. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

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Promoting cultural awareness and unity is important to Mackenzie Westwood Wealth Advisory. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.

@ 2025 - Optimize Asset Management

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.