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Scott McKenzie, CFA, CFP®, CIM

Senior Private Wealth Advisor, Portfolio Manager

Photo of Scott McKenzie

Email
[email protected]

Mobile Phone
416.640.8595

As a Senior Vice President, Scott provides comprehensive wealth management solutions to help clients preserve the financial security they’ve worked hard to achieve. His expertise includes tax, retirement, wills and estate planning, and discretionary investment management for Canadian and U.S. citizens.

Scott is also registered with the Ontario Securities Commission as an Associate Investment Counsellor.

Bringing more than 25 years’ experience to the industry, Scott discovered his passion for helping people with their financial affairs while working in private banking with members of the Canadian Medical Association (CMA). Prior to joining CWB Wealth, Scott held positions at financial services organizations where he mentored others on financial planning.

An alumnus of the Harvard School of Business, Scott is also a contributor to the book Canadian Financial Planning: Definitions, Standards & Competencies, published by the Financial Planners Standards Council (FPSC).

An alumnus of the Harvard School of Business, Scott is also a contributor to the book Canadian Financial Planning: Definitions, Standards & Competencies, published by the Financial Planners Standards Council (FPSC).

Scott holds the Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®) and Canadian Investment Manager (CIM) designations.

Beyond the Office

Scott is an avid golfer and skier, and volunteers with the Brimacombe Ski Club. In 2002, he won the Queens Jubilee Medal for volunteer work with Scouts Canada. He now lives in Ajax, Ontario with his wife and their two children.