With 32 years in financial services, Andrew Mackenzie specializes in corporate planning and charitable giving. He holds a Business degree from Wilfrid Laurier and designations as a Chartered Investment Manager and Certified Financial Planner. Andrew finds fulfillment in helping clients achieve milestones, from retirement to charitable legacies. Outside of work, he enjoys squash, fitness, and gardening, reflecting his commitment to balance and long-term success.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Mackenzie Westwood Wealth Advisory, 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.
Book a meetingMeet the team
Andrew Mackenzie, CFP, CIM
Senior Wealth Planner
Sue Bayley,
Office Manager
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Will Gilroy, CFA®, MA
Senior Portfolio Manager
Andrew Mackenzie, CFP, CIM
Senior Wealth Planner
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Sue Bayley,
Office Manager
ABOUT
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
ABOUT
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
Will Gilroy, CFA®, MA
Senior Portfolio Manager
ABOUT
William Gilroy is a Portfolio Manager at Optimize, where he builds investment strategies tailored to each client’s goals, risk tolerance, and overall financial picture. He works tirelessly to align portfolios with market shifts and evolving client needs, providing steady guidance along the way.
Passionate about capital markets and making a meaningful impact, William supports clients and advisors with his in-depth investment knowledge. He makes sure every client receives a strategy that is intentional, adaptable, and built for long-term success.
Outside of work, William enjoys spending time with his wife and two sons, quiet weekends at home, and golf. He values prioritizing time to recharge and stay balanced.
Team Values
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Honesty is the foundation of Mackenzie Westwood Wealth Advisory's approach to financial planning. Our team believes clients deserve clear, straightforward advice that helps them make informed decisions about their financial futures. They prioritize full transparency, making sure clients understand their options, risks, and opportunities, without confusion or unnecessary complexity.
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At Mackenzie Westwood Wealth Advisory, integrity is more than just a principle — it’s our commitment to always act in the best interests of our clients. Our team believes in doing what’s right, even if it’s not the easiest path. We hold ourselves to the highest professionalism and industry standards, so clients receive personalized, meaningful financial guidance.
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Effective communication is at the heart of every client relationship at our firm. We believe listening is more important than speaking, meaning we first get clear on each client’s goals and concerns before offering solutions. By integrating clients’ personal values into our actionable advice, we help clients feel informed and confident in their decisions.
Timeline
Supporting our community
The Mackenzie Westwood Wealth Advisory is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.
Advancing pediatric health is a priority for Mackenzie Westwood Wealth Advisory. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.
Promoting cultural awareness and unity is important to Mackenzie Westwood Wealth Advisory. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.