Author Archives: Warren MacKenzie

Warren MacKenzie

About Warren MacKenzie

Warren MacKenzie has been providing investment advice to Canadian families since 1987. Prior to forming his own company, he was a senior vice president and financial advisor with two of the country’s largest securities firms.

Warren is a passionate advocate for investor education and complete transparency in advisor–client relationships. He has delivered hundreds of investment seminars to corporations and public-sector organizations over his career, and is frequently called on by the print and broadcast media on issues related to personal finances and investor advocacy. A prolific writer on investment strategy and retirement planning, Warren authored ‘The Unbiased Advisor’ and co-authored ‘New Rules of Retirement’, both published by Harper Collins.

Warren holds Bachelor of Arts and Bachelor of Education degrees from Saint Mary’s University in Halifax, Nova Scotia. After earning his Chartered Accountant (CA) designation, he joined a national firm of chartered accountants. During his 12 years in public practice, Warren managed his own accountancy firm and worked as a trustee in bankruptcy. His professional accreditations include Certified Financial Planner (CFP) and Certified Hedge Fund Specialist (CHFS).

Summer 2012 | Financial Planning

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The Most Important Investment Question

Is my advisor adding value?  Investors make a serious mistake if they assume there is enough information on their monthly statement to determine if their advisor is adding value. How do you know if your advisor is adding value?  Your … READ MORE >