Robert MacKenzie

In addition to his academic background in religious studies, Robert has obtained a wide range of professional financial designations. These include that of Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and Financial Management Advisor (FMA).

His practice is focused on mutual funds in long-term investments, such as RRSPs, RRIFs, RESPs, and LSIFs and insurance products (life and health). Robert’s investing strategy is to employ well-managed, high-quality equity (stock) mutual and segregated funds to build wealth steadily over time. He is particularly interested in "value investing." He offers a comprehensive wealth management service coupled with advice on the various aspects of family finances, such as estate planning.

Robert MacKenzie, PhD, CFP, CIM
Professional Investments Inc,
Nepean, ON
(613) 225-1500 or (888) 571-2444