Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At McMackon Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Steven McMackon, CIM®, CIWM, FCSI

Senior Portfolio Manager & Financial Advisor

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

At The McMackon Group, clear and consistent communication is the foundation of our success. We prioritize open dialogue to foster trust, making sure clients feel heard and understood. By tailoring solutions to each client’s unique goals and aspirations, we deliver advice that aligns with their values and priorities. Our commitment to transparent and proactive communication keeps clients engaged and confident throughout their financial journeys, creating a partnership built on mutual understanding and trust.
Transparency is at the heart of how we serve our clients at The McMackon Group. We are dedicated to providing honest, straightforward advice, offering full disclosure at every step of the financial planning process. By simplifying complex financial strategies and explaining the “why” behind our recommendations, we empower clients to make informed decisions with confidence. This transparent approach provides clarity, trust, and a stronger understanding of how each plan aligns with their financial goals.
The McMackon Group combines innovation and reflection to deliver exceptional financial guidance. By utilizing the latest tools and strategies, we adapt to evolving market conditions and offer cutting-edge solutions tailored to our clients’ needs. At the same time, we reflect on past experiences to continually refine our methods. This dual commitment to progress and learning makes sure we provide forward-thinking, effective strategies that support long-term financial success, while meeting the unique challenges of today’s dynamic financial landscape.

Timeline

January 2006 – August 2009

Steven McMackon began his career at HSBC as an Operations Specialist, supporting financial operations and processes.

August 2009 – May 2012

Advanced to the role of Foreign Equity Trader at HSBC, managing international equity trades and contributing to the firm's global trading activities.

June 2012 – December 2017

Joined Manulife Securities as an Investment Representative, providing clients with investment solutions and portfolio management support.

December 2017 – Present

Steven joined Optimize Wealth Management, where he has worked as Senior Financial Analyst and Portfolio Manager. He currently serves as Senior Portfolio Manager, offering strategic financial planning and portfolio management services.

Supporting our community

The McMackon Group is committed to supporting animal welfare through volunteer work with Toronto Street Cats. By assisting with spay and neuter clinics and providing care and assessments for animals, our team contributes to improving the well-being of stray and feral cats in the community. Our involvement reflects a dedication to creating a compassionate and responsible approach to animal care.

Investing in youth development is a priority for The McMackon Group, as demonstrated through their involvement in coaching a local children’s soccer team. By fostering teamwork, confidence, and skill-building, our group helps young athletes grow both on and off the field, contributing to a strong and supportive community.

The McMackon Group proudly supports the Collingwood Hospital by participating in fundraising initiatives through ski touring and hiking events. Our efforts help enhance healthcare services and makes sure the hospital can continue providing exceptional care to the local region. This partnership underscores our commitment to supporting the well-being of families and individuals in our community.