MacKenzie Wealth Advisory Group

Our expert team is here to meet your financial needs.

Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management.

We leverage the expertise of each team member to ensure our clients get the best possible financial management advice.

Discover our company

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive

The MacKenzie Wealth Advisory Group of National Bank Financial combines extensive experience, knowledge and education to allow you total peace of mind when it comes to your financial well-being.

As the financial services industry continues to evolve, we have continued to evolve with it by adding more customized services, strategies and products for our clients.  This includes a larger focus on financial and estate planning to build a legacy for your money. We believe that our duty and relationship extends beyond just you, and includes ensuring that your entire family and all those that you care about are taken care of as well. This means starting children and grandchildren early, with their own accounts and their own financial plans.

 

Although our experience, education and knowledge does set us apart within the industry with regard to investment and portfolio management, we also bring financial, estate, and tax planning experience and resources to our clients, to complement your investment portfolio. By bringing these various services together, we can ensure that your portfolio is built to suit you perfectly.

We have experience managing portfolios for individuals and families, charities, non profit organizations, corporations, endowments, and trusts.

We welcome you to visit this site on a regular basis as we will be constantly adding content and information that you will find helpful and informative. This will include market information, economic information, financial planning articles, as well as articles of general interest for our clients.

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Honours and distinctions 

Our advice, support and dedication are greatly appreciated by all of our clients.

Indeed, you can always count on:

  • our commitment to you and the achievement of your goals
  • our innovative approach, whatever the service
  • our integrity
  • our professionalism
  • transparency regarding our remuneration

Contact us

Get contact information for our team members and find out where our offices are.