Scott J. McKenzie, CFA, CFP, CIM
Regional Vice President and General Manager, Toronto
26 Wellington St. East
Toronto, ON M5E 1S2
As Regional Vice President and General Manager in Toronto, Scott McKenzie wears two hats. A seasoned financial professional with more than 15 years in the business, Scott attends to the wealth management needs of his clients, overseeing assets under management of more than $100 million. In addition, he is the T.E. Wealth executive responsible for the overall management and growth of the Toronto and Oakville offices.
Scott has extensive experience in all aspects of wealth management, from tax and estate planning to investment and retirement strategies. He has completed the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations and initially worked with high net worth clients at CIBC, before moving on to develop training programs and sales strategies. Prior to joining T.E. Wealth in 2001, Scott provided wealth management services to members of the Canadian Medical Association as Senior Financial Consultant with MD Management.
In addition, Scott has extended his financial knowledge to the volunteer sector, having worked with Orbis, a non-profit organization dedicated to restoring sight in developing countries. And in 2004, he received the Queen’s Jubilee Medal for his work on the financial committee of Scouts Canada’s Ontario chapter. An avid golfer and hockey fan, Scott lives in Ajax, Ontario with his wife Tamara and their two children.