Stephen McKenzie

Senior Financial Consultant @IG Wealth Management

Victoria, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2020 — Present

Senior Financial Consultant @IG Wealth Management

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Victoria, BC, CA

EDUCATION

1992 — 1995

Camosun College

Three Year Chef Apprenticeship at The Aerie Resort

1997 — 2000

University of Northern British Columbia

Bachelor’s Degree

1995 — 1997

Camosun College

Business, Marketing, Literature, Writing

SKILLS

High Net Worth IndividualsWealth AccumulationLong Term Care InsuranceAsset AllocationMortgage ServicingCustomer ServicePersonal Tax PlanningSpecial Events CoordinationLife InsurancePensionsRetirement PlanningFundraisingSavingsFinancial AdvisoryFinancePublic SpeakingCritical IllnessPortfolio ManagementMicrosoft OfficeInvestment AdvisoryFixed AnnuitiesEstate PlanningManagementEntrepreneurshipFundraisersWealthWealth Management ServicesMutual FundsRecruitingFinancial ServicesTerm Life InsuranceFinancial PlanningResidential MortgagesTrainingWealth ManagementFinancial AnalysisSmall BusinessInvestment StrategiesCoachingStrategic Planning

ABOUT STEPHEN MCKENZIE

I grew up here in Victoria behind the cabbage patch fields of Mattick’s Farm in Saanich. One of my first jobs was a Times Colonist paperboy, delivering the news to my neighbors, including ol’ Bill Mattick. This is where I first discovered the value of hard work, good service and early mornings. As a kid I trekked through those farm fields to Lochside Park where I played fastball in the summer and soccer during the winters. As an adult, I came back to coach fastball, and I never stopped playing soccer for the Cordova Bay Bobcats. It was growing up in Cordova Bay where I learned the value of giving back, leadership and teamwork. My first real career was in the culinary arts where, after I put myself through several years in a Culinary Program, I went on to do my Apprenticeship at The Aerie Resort. After three years, I finished and I was inspired by a Chef to do something more, which led me right back to school. Marketing, Business and Writing is what I loved and after 4 years I finished my degree at UNBC and came straight back to Victoria and opened my own business. In the spring of 2005 had a chat with a couple of my soccer teammates, who happened to work with IG Wealth Management, and I started to ask questions about what they did. Time does fly. Today I’m working just a few minutes from Lochside Park where I still play soccer with the Bobcats every week. I walk through the fields of Mattick’s Farm, but now it’s down the 8th fairway past my mother’s house. I still deliver papers, but in the form of strategic financial plans to our clients. My Life’s Passion Family comes first and I have been with my wife and brilliant entrepreneur, Anna, for 15 years and we make a great team. We have two wonderful children and a chocolate lab named Charlie McKenzie, an SPCA rescue, and a flock of backyard chickens. It truly is a wonderful life.

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Stephen McKenzie — Senior Financial Consultant at IG Wealth Management in Victoria, BC, CA | Unifers