Management and Support Team

Warren MacKenzie, President and CEO

Warren MacKenzie has been providing investment advice to Canadian families since 1987. Prior to forming his own company, he was a senior vice president and financial advisor with two of the country’s largest securities firms.

Warren is a passionate advocate for investor education and complete transparency in advisor–client relationships.  He has delivered hundreds of investment seminars to corporations and public-sector organizations over his career, and is frequently called on by the print and broadcast media on issues related to personal finances and investor advocacy.  A prolific writer on investment strategy and retirement planning, Warren authored ‘The Unbiased Advisor’ and co-authored ‘New Rules of Retirement’, both published by Harper Collins. 

Warren holds Bachelor of Arts and Bachelor of Education degrees from Saint Mary’s University in Halifax, Nova Scotia.  After earning his Chartered Accountant (CA) designation, he joined a national firm of chartered accountants.  During his 12 years in public practice, Warren managed his own accountancy firm and worked as a trustee in bankruptcy. His professional accreditations include Certified Financial Planner (CFP) and Certified Hedge Fund Specialist (CHFS).

 

Warren MacKenzie

Maulik Shah, Research Analyst

Maulik started his career by joining Weigh House as an intern. Driven by his passion and keen interest in finance he joined the company full time in February 2006. In his role, Maulik is responsible for the evaluation of investments portfolios and the creation of financial plans for clients.

He also looks after all the administrative and operational duties at Weigh House.

Maulik graduated from University of Pune (India) with Bachelors Degree of Commerce in 2004 and has completed his post graduation in Financial Services from George Brown College.

Maulik currently holds credentials from the Canadian Securities Institute and is currently pursuing his financial planning designation.

 

Maulik Shaw