William MacKay, CFP, CIM
CIBC Wood Gundy
Will has been in the investment industry since 2004. He understands that all economic and life situations are unique and that a personalized approach is essential to meeting each client’s goals. As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) he builds upon The Mackay Financial Group’s philosophy of tailored solutions. He regularly meets and communicates with clients to ensure that their current strategic plan will achieve their goals. He creates personalized solutions which provide a strong financial foundation for his clients. He is effectively supported by a team whose teamwork and professionalism helps him build long-term relationships with his growing client base and provide excellent customer service. Will is licensed in options, insurance and discretionary portfolio management.