Scott McKenzie, CFA, CFP^®, CIM

Location
Toronto, Ontario

“I love getting to know my clients and feel energized when I see that the solutions we create for them help improve their situation.”

Through comprehensive wealth management solutions, I help my clients preserve the financial security they’ve worked hard to achieve. I’m energized by getting to know people on a deeper level, and then creating solutions that move them towards their ideal financial state when implemented. My experience includes tax, retirement, wills and estate planning, and discretionary investment management for Canadian and U.S. citizens.

With more than 30 years of experience in the industry, I discovered my passion for helping people with their financial affairs while working in private banking at CIBC. I then moved onto providing investment and financial planning counsel to members of the Canadian Medical Association (CMA) prior to joining CWB Wealth.

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

I am a Chartered Financial Analyst^® (CFA^®), CERTIFIED FINANCIAL PLANNER^® (CFP^®) and hold the Canadian Investment Manager (CIM) designation.