Your Future. Our Focus.

We help Canadians manage, protect and understand their money.

Our Solutions
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Our Process

Planning Review

Goal Setting

Discussions

Presentation

Asset Allocation

Estate Analysis

Review

Building financial foundations for families to empower them today and leave a legacy for tomorrow.

We specialize in providing sound, trusted financial advice to our clients. Find your financial freedom and security.

Life is continually changing and understanding what that means for your finances can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

Solutions

Our success is due to our client solutions, built around our proprietary Expert Financial Analysis software (EFA).

Incentives for business success

We make it easy to grow your business in Ontario, Canada. Discover an array of government incentive programs and services that can lower your corporate taxes and help your business save on labour costs, R&D, and expansion activities.

Why choose us?

EXPERIENCE
INDEPENDENCE
TRUST

What our clients say

Mairi Decordova
Mairi Decordova
2023-03-16
When I retired from financial planning 5 years ago I begged Diana and Andrew to take on some of my clients. They are two of the most talented financial planners I know, with a level of knowledge that far exceeds most of the profession. The super power of this firm, though, is the INTEGRITY of Diana and Andrew. I continue to refer clients to them with full confidence. Shout out to Sue, who is always quick with answers.
Mike Clancy
Mike Clancy
2023-03-07
The Mackenzie Westwood Wealth Advisory Team is an excellent combination of experience, knowledge and valuable advice. They have a sound, intelligent sense for managing investments regardless of their client's age and seem to work tirelessly with timely responses and advice to queries and concerns. We feel especially grateful that our portfolios are considered with both retirement and taxes in mind. My wife and I agree that we are most comfortable with the management of our portfolios and are thankful to have such a professional team working with us. We highly recommend The Mackenzie Westwood Wealth Advisory Team.
Ginette Brown
Ginette Brown
2023-02-27
We have been a client for about 15 years and have been so impressed with the level of expertise, customer care, and communication we have received over the years. I highly recommend this team for financial planning!