Posted by Optimize on October 16, 2017
Optimize Wealth Management adds Industry Veteran Warren MacKenzie as their Head of Financial Planning
TORONTO, Oct. 16, 2017 – Optimize Wealth Management is pleased to announce that Warren MacKenzie, CPA, CA, CIMA, CIM has joined Optimize Wealth Management as their Head of Financial Planning. In this role, Warren 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. Warren brings with him over thirty years of experience in the financial services industry. Warren is well known for his advocacy for investor education and his fixation on bringing transparency and objectivity to the financial planning industry. An educator at heart, in 2004, Warren launched Weigh House Investor Services where he provided unbiased investment advice to his clients, which focused on uncovering hidden investment costs while still optimizing their specific financial picture. Warren is the author of The Unbiased Advisor, Zen and The Art of Wealth, and co-author of the New Rules of Retirement and The C.A.R.P. Financial Planning Guide. He 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.
“I am thrilled to be part of the Optimize Wealth Management team,” said Warren MacKenzie. “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, said “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.”
About Optimize Wealth Management
Optimize Wealth Management is a fully discretionary portfolio management firm and is the next generation in premier wealth management. Optimize Wealth Management judges its success and value based on how well its clients’ financial goals are achieved. Optimize Wealth Management provides its clients with personalized financial solutions and advice to help them at every stage of their lives. Optimize Wealth Management’s financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. Optimize Wealth Management provides its clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. Optimize Wealth Management provides its clients with the Full Suite of Services such as Financial Planning, Investment Management, Will and Estate Preparation, Tax Preparation, Tax Planning, Mortgage Advisory Services, and Insurance Planning. Optimize Wealth Management Offers Pure No Load Advice by eliminating that unnecessary layer of commissions which include those upfront loads, back-end commissions, lock-up periods and redemption fees. Optimize Wealth Management has generated Premium Investment Returns & Advice and has produced top quartile returns for its clients by emphasizing both growing and protecting investments within a very conservative to moderate risk profile.