Warren MacKenzie
Warren MacKenzie is an independent financial planner based in Toronto, recognized for his expertise in helping clients navigate their retirement planning and investment strategies. With a chartered professional accountant designation, he provides tailored advice to individuals like Nick and Heather, focusing on achieving financial security and ensuring a comfortable lifestyle in retirement. MacKenzie emphasizes the importance of strategic asset management, tax efficiency, and long-term financial projections, enabling clients to make informed decisions about their wealth and legacy.
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Recent news mentions
Warren MacKenzie is an independent Toronto-based financial planner who assessed Tatiana's financial situation.
With nearly $2-million, can Tatiana, 64, stop worrying about money and help her kids now?
Canada· 2026-02-14
Mr. MacKenzie is providing financial advice to Jodi regarding her retirement spending and investment strategy.
How much should Jodi, 74, spend in retirement without leaving a big estate?Canada· 2025-12-14
Warren MacKenzie is an independent financial planner who assessed Morton's financial situation.
Can Morton, 69, passively rely on his pensions, RRSPs, CPP and OAS and still maintain his lifestyle?Canada· 2025-11-07
Warren MacKenzie is an independent financial planner who assessed Stan and Mabel's financial situation.
How should Stan, 75, and Mabel, 67, divide their substantial savings to minimize taxes?Canada· 2025-10-11
Warren MacKenzie is an independent financial planner who assessed Diego and Monique's financial situation.
Can Diego, 71, and Monique, 68, spend $130,000 a year in retirement and still give to charity?Canada· 2025-08-23
Warren MacKenzie is an independent financial planner who assessed Tyrese and Miranda's retirement situation.
In their mid-60s and no longer enjoying their work, what’s the best way for Tyrese and Miranda to retire?Canada· 2025-07-19
Warren MacKenzie is an independent financial planner who is assessing Katrina's financial situation.
Katrina, 60, is worried about being ‘underfunded.’ Can she still enjoy a happy retirement?Canada· 2025-05-10
We asked Warren MacKenzie, an independent financial planner in Toronto, to look at Aaron and Jasmine’s situation.
They worked hard to build up millions in wealth. Is it time for Aaron and Jasmine, both 60, to stop working?Canada· 2025-05-03
Warren MacKenzie is an independent financial planner who analyzed Nick and Heather's financial situation.
A retiree turns to travel and painting after losing her husband. Plus, is your TFSA over half a million? Share your storyCanada· 2025-03-27
Warren MacKenzie is an independent financial planner in Toronto who assessed Nick and Heather's financial situation.
Nick, 65, and Heather, 64, want to ‘die with zero.’ What should they do in retirement?Canada· 2025-03-22