Our services

Get answers to all your financial questions from
our dedicated  team of specialists.

Solutions designed to meet your needs

Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.

Simplifying your life

Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are. 

Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.

Our purpose

Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs. 

Our approach

Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support. 

Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals. 

Guiding Philosophies

The Murray MacKenzie Investment Team believes in five guiding principles when we deal with all clients. Although our clients differ and we build customized solutions to fit each family, we believe these guiding principles are applicable for all clients:

We strive to participate fully in up markets and protect assets in down markets. Markets will move up and down and we believe one of the most important things that we can do for clients is build and preserve wealth over the long run.

We combine extensive experience and education and always strive to ensure clients have a thorough understanding of their investment portfolio and financial plan. We provide completely open communications at all times with our clients, and don't consider our job to be done until our clients are fully comfortable with our approach.

We ensure our investment management is unbiased and transparent by using various proprietary models and third party research. This includes using research and services from the top providers and to ensure that clients have a full understanding of all fees that are tied to their account.

We ensure that your portfolio is built for not only you, but for the legacy that you hope to create for future generations. When our clients work with us, we also believe that we are working with all those important to them as well. In order to do so, we believe that estate and financial plans to complement your investment portfolio are needed. We also manage families as opposed to individuals, meaning we want to work with all members of your family, regardless of age or asset size, to ensure that future generations are getting the proper investment management and financial planning to ensure a smooth transition between generations.

We feel that its important to evolve with the changing landscape of the financial services industry. What worked many years ago doesn't always work today and because of this, we will ensure you have access to the best investment products and advice that suits you.

Contact us

Our team members are there for you. Contact us directly at