Stephen McKenzie Email
Senior Financial Consultant @ Investors Group
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Stephen McKenzie Location
- Victoria, BC, CA
Stephen McKenzie Work
- 2020 -now Senior Financial Consultant @
- 2005 -now Senior Financial Planner @
- 2012 -2020 Division Director @
- 2005 -now Consultant @ IG Wealth Management. Mutual Funds Division
- 2008 -2010 Vice President @
- 1997 -2000 Program Facilitator @
- 1992 -1995 Chef Apprenticeship @
Stephen McKenzie Education
- University of Northern British Columbia (UNBC)
Bachelor’s Degree (Business, Marketing, English, Writing)
1997-2000 - Camosun College
Business (Business, Marketing, Literature, Writing)
1995-1997 - Camosun College
Three Year Chef Apprenticeship at The Aerie Resort (Three Year Chef Apprenticeship at The Aerie Resort)
1992-1995
Stephen McKenzie Skills
- Sales
- Leadership Development
- Teamwork
- Communication
- Business Development
- Competitive Landscape
- Retirement Planning
- Leadership
- Financial Planning
- Estate Planning
- Wealth
- Wealth Management
- Finance
- Investments
- Investment Strategies
- Insurance
- Entrepreneurship
- Retirement
- Financial Services
- Financial Advisory
- Financial Analysis
- Pensions
- Long-term Care
- Portfolio Management
- Term Life Insurance
- Asset Allocation
- Mutual Funds
- Small Business
- Fixed Annuities
- Investment Advisory
- Strategic Planning
- Life Insurance
- Disability Insurance
- Recruiting
- Microsoft Office
- Coaching
- Training
- Customer Service
- Management
- Fundraising
- Public Speaking
- Critical Illness
- Personal Finance
- Wealth Accumulation
- High Net Worth Individuals
- Personal Tax Planning
- Savings
- Long Term Care Insurance
- Wealth Management Services
- Special Events Coordination
- Mortgage Servicing
- Securities
- Residential Mortgages
- Events Coordination
- Fundraisers
- Mortgage Planning
- Long Term Care
Stephen McKenzie Summary
- Stephen McKenzie, based in Victoria, BC, CA, is currently a Senior Financial Consultant at IG Wealth Management. Stephen McKenzie brings experience from previous roles at IG Wealth Management, IG Wealth Management. Mutual Funds Division and Toastmasters International. Stephen McKenzie holds a 1997 - 2000 Bachelor’s Degree in Business, Marketing, English, Writing @ University of Northern British Columbia (UNBC). With a robust skill set that includes Sales, Leadership Development, Teamwork, Communication, Business Development and more. Stephen McKenzie has 2 emails on RocketReach.
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