Mackenzie Saunders

Planning Analyst

Mackenzie is a recent graduate of the Northern Alberta Institute of Technology’s Bachelor of Business Administration program and majored in Finance. He is currently a CFA candidate writing the May sitting of the Level 2 exam. Further, he is a registered student of the CBV institute having completed the first two levels of the designation. Outside of work, Mackenzie enjoys playing sports, cooking, music, and spending time with friends.

His 2024 Professional Goal: His current focus revolves around passing Level 2 of the CFA program. Also, he is actively expanding his expertise in small business owner wealth planning. Recognizing the unique challenges and opportunities that entrepreneurs face, Mackenzie’s goal is to deepen his understanding of strategic financial planning tailored to the specific needs of small business owners through QIM’s tax planning and Private Valuation services.

Mackenzie Saunders

Planning Analyst

Mackenzie is a recent graduate of the Northern Alberta Institute of Technology’s Bachelor of Business Administration program and majored in Finance. He is currently a CFA candidate writing the May sitting of the Level 2 exam. Further, he is a registered student of the CBV institute having completed the first two levels of the designation. Outside of work, Mackenzie enjoys playing sports, cooking, music, and spending time with friends.

His 2024 Professional Goal: His current focus revolves around passing Level 2 of the CFA program. Also, he is actively expanding his expertise in small business owner wealth planning. Recognizing the unique challenges and opportunities that entrepreneurs face, Mackenzie’s goal is to deepen his understanding of strategic financial planning tailored to the specific needs of small business owners through QIM’s tax planning and Private Valuation services.