MEET OUR TEAM
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. Mackenzie is presently attaining the CIFP designation offered by NAIT along with the CFP and CBV. He also plans to complete his CFA Level I designation in the coming years. In April 2023, he received his CSC. Outside of work, Mackenzie enjoys playing sports, cooking, music, and spending time with friends.
His 2023 Professional Goal: Pass the CFA Level 1 in August and expand his skillsets in both equity research and client-facing skills surrounding asset management.
MEET OUR TEAM
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. Mackenzie is presently attaining the CIFP designation offered by NAIT along with the CFP and CBV. He also plans to complete his CFA Level I designation in the coming years. In April 2023, he received his CSC. Outside of work, Mackenzie enjoys playing sports, cooking, music, and spending time with friends.
His 2023 Professional Goal: Pass the CFA Level 1 in August and expand his skillsets in both equity research and client-facing skills surrounding asset management.