Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

The MacKenzie Wealth Advisory Group of finance and customer service professionals are here to provide expert advise on your wealth management. Our experienced professionals will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Investment Advisor, Vice President, Portfolio Manager
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Larry has been in the industry for over 30 years and has seen the industry change and evolve and has done so along with it. He has experienced both bull and bear cycles in their entirety and has successfully guided clients through each. He brings an indepth knowledge of the markets, investment products and market research from the practical side.

Investment Advisor, Vice President, Portfolio Manager
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Todd is an experienced investment professional who brings a deep knowledge and understanding of finance and portfolio management to the team. Todd specializes in breaking down portfolio complexities and delivering straight forward and transparent information to clients, helping them to make strong financial decisions based on their individual situations.

Todd joined National Bank Financial to partner with Larry in April of 2015 as a portfolio manager. Todd has grown to be the primary portfolio manager for the team and is well known for his customized client service, exceptional portfolio management and strong financial analysis skills. Prior to this, Todd was an associate portfolio manager working with high net worth clients. He managed portfolios for private individuals and families, corporations, trusts, estates, foundations, and charities.

Todd has a vast amount of education to complement his industry experience. Todd attended the University of Guelph for his undergraduate degree in economics. He followed this by obtaining his MBA at Wilfrid Laurier University and from there he earned a Master of Finance (M.Fin) degree from the Rotman School of Management, at the University of Toronto where he was awarded the honour of being valedictorian.

In addition to these degrees, Todd is a CFA charterholder and a member of the CFA Institute and the Toronto CFA Society. The CFA designation is regarded as the most respected and recognized investment designation in the world. For more information on the CFA designation and the ethics code of its charterholders please visit https://www.cfainstitute.org

In addition, Todd is licensed to sell life insurance as part of the financial planning process and also holds the designation of Chartered Investment Manager (CIM) through the Canadian Securities Institute.

Outside of the office, Todd is an avid golfer in the summer and plays hockey and snowboards to stay busy in the winter. Also, he is a voracious reader on the topics of behavioural economics and behavioural finance.

Associate
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Michelle is an MBA Graduate from the DeGroote School of Business at McMaster University. Michelle has a background of diverse industry experience which she is confident will help her manage clients with differing financial goals. Prior to her MBA she completed a Psychology Honors degree and has a true passion for connecting with and servicing clients.

Michelle’s current role involves performing administrative tasks, servicing client requests, and supporting Todd and Larry. Michelle is very enthusiastic about a long-term career in financial management and is incredibly devoted to each and every client’s financial success. 

Investment Associate
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Shannon is a licensed Investment Associate and has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) and is very dedicated to continuing her education in the financial services industry. 

Shannon is personable, professional and has a firm pursuit of client service excellence.  Shannon’s responsibilities include administrative duties such as opening new accounts, providing clients with Online Access and ensuring that clients’ requests are accurately completed.  She is very dedicated to providing the highest level of service to our clients and she is a positive and delightful asset to our Waterloo branch.

Associate Investment Advisor
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Taylor is a recent graduate from the DeGroote School of Business at McMaster University with an Honors Commerce Degree. Taylor brings 2 years of experience in the finance industry to our team and is eager to make a difference in the lives of clients. Taylor is actively seeking new clients as he continues to grow his book of business and would be happy to meet with you for a review of your portfolio or financial plan.

Contact us

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