Our Team

Diana Westwood, RRC, CFP

Senior Financial Planner

Integrity, experience and collaboration

Diana has spent her 30-year career helping clients successfully achieve their financial goals. Leading with both head and heart, Diana’s intuition helps her understand her clients’ needs and manage their individual and unique portfolios with expertise and dedication.  Her exceptional industry knowledge and attention to detail helps her clients reduce their taxes, implement wealth management strategies and create financial well-being.  With integrity and appreciation, Diana enjoys meeting new clients and helping them find solutions to their individual investment challenges while ensuring their specific priorities come first.

As a Registered Retirement Consultant, Diana helps her clients build pre-retirement and retirement succession plans that work for their individual situations. Her extensive experience working with clients at the various stages of their lives, whether it’s at the beginning of their career, after a life change or when thinking about retirement allows Diana to be innovative when assessing clients’ needs and she’s able to collaborate with her clients to develop a focused and comprehensive financial plan.

Diana received the prestigious Certified Financial Planning designation in 1998, confirming her dedication to the requirements and needs of her clients and empowering them to be prepared for financial opportunities and challenges. By providing consistent and honest guidance, Diana is a trusted partner for her clients, their families and their investment needs, providing clarity and peace of mind as they plan for their future.

Diana enjoys spending time with her husband, children and young grandchildren. She’s an avid gardener, distance cyclist and loves a good book on a sunny day by the pool.

Andrew MacKenzie, CFP, CIM

Senior Financial Planner

Inspired, innovative and insightful

Andrew has been in the financial planning industry since 1993, helping clients achieve their financial goals through innovative problem solving and expert advice.

As a Certified Financial Planner and Chartered Investment Manager, Andrew is passionate about educating his clients and guiding them towards financial well-being. Through detailed, logical and comprehensive presentations, Andrew finds creative ways for his clients to discover their goals and create a path to achieve them. His passion lies in empowering his clients to financial freedom and peace of mind.

Andrew’s varied industry experience allows him to give insight to his clients’ distinct needs, servicing clients from accumulation through to a successful retirement. He has helped business owners plan for and save millions with a variety of effective strategies. His familiarity working with entrepreneurs has given him a solid understand of the financial challenges and opportunities facing both new and seasoned business owners.

Andrew believes in the value of good financial advice and the effect it can have on the lives of the clients he serves. His dedication to the ideals of honesty, integrity and diligence fuels his drive to improve the financial lives of his clients by empowering them with knowledge.

Giving back to his community is important to Andrew. He has served as a mentor and role model for other financial advisors in a very challenging industry. Andrew is an avid skier, letting the mountains lead his winter dance. Wanting to share his passion for fitness and sport, he is also a ski instructor and former rugby coach.

Andrew is inspired by and grateful for the trust he is given by his clients and looks forward to helping more people gain financial confidence.

Sue Bayley

Executive Assistant and Office Manager

Community, commitment and collaboration

Sue has provided office support for over twenty years in the financial services industry. Her experience supporting a number of financial consultants has allowed her to gain maturity and a sense of collaboration with both her colleagues and their clients.

Sue’s strict adherence to confidentiality and attention to detail have made her an exceptional team member. Sue’s administrative experience with management teams, preparing and proofing detailed documents and reports for a variety of organizations has given her the skills to be adaptive, patient and responsive to the ever-changing needs and concerns of clients. 

Sue is committed to making our services and client requests easier and more efficient for clients and her colleagues.

Outside of work, Sue is the mom of a recent college graduate and an AKC-registered Chinese Crested puppy. Her strong sense of community has guided her to be a volunteer with the Canadian Cancer Society’s Relay for Life and a Special Constable with the Police Reserve.

Alex MacKenzie, RRC

Business Development Manager

Resourceful, respected and ready

In the short time since joining the financial services industry in 2019, Alex has proven to be a trusted, respected and creative client resource. His attention to the needs of new and potential clients and his collaboration with colleagues allows Alex to be ready for anything.

While being responsible for the growth of the business, Alex explores connections with the community and maintains a digital marketing strategy to help support our work. He understands the unique demands of servicing our exceptional and valued clients and supports our team with his resourcefulness.

Alex received his Registered Retirement Consultant designation in 2021 and is currently working towards his Chartered Investment Manager (CIM) designation. 

While attending university, Alex started and ran a business for four years that gave him the inside scoop of being a business owner, moving through all the opportunities and challenges that it provides. His eagerness as a young entrepreneur also gave him the skills to understand how important it is to have the right advice at the right time from the right person.

In his spare time, Alex plays with sticks – as the drummer with his band and on the golf course improving his swing. He also enjoys traveling and spending time with family and friends.