Our Team
Elevating success together. Get to know the team that shares your vision.
Andrew MacKenzie
Wealth Planner
andrew.mackenzie@optimize.ca
416-726-3680
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.
Diana Westwood
Wealth Planner
diana.westwood@optimize.ca
905-877-0472
About Diana
Alex MacKenzie
Business Development Manager
alex.mackenzie@optimize.ca
416-726-3680
Sue Bayley
Associate
sue.bayley@optimize.ca
416-726-3680
Optimize Representatives
Adam Newsome
Portfolio Manager
adam.newsome@optimize.ca
Patrick Bellmore
Portfolio Manager
patrick.bellmore@optimize.ca