Scott McKenzie, CFA®, CFP®, CIM®
Senior Private Wealth Advisor, Portfolio Manager
“I love getting to know my clients and feel energized when solutions that our team has created for them substantially improve their current or future situation.”
Scott’s comprehensive wealth management solutions help his clients preserve the financial security they’ve worked hard to achieve. He’s energized by getting to know people on a deeper level, and then creating solutions that move them towards their ideal financial state when implemented. Scott’s expertise includes tax, retirement, wills and estate planning, and discretionary investment management for Canadian and U.S. citizens.
Bringing more than 30 years’ experience to the industry, Scott discovered his passion for helping people with their financial affairs while working in private banking at CIBC. He then moved onto providing investment and financial planning counsel to members of the Canadian Medical Association (CMA) prior to joining CWB Wealth.
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. He’s also registered in the category of Advising Representative (Portfolio Manager).