Robert MacKenzie

In addition to his academic background in religious studies, Robert has obtained a wide range of professional financial designations. These include that of Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and Financial Management Advisor (FMA).

His practice is focused on mutual funds in long-term investments, such as RRSPs, RRIFs, RESPs, and LSIFs and insurance products (life and health). Robert’s investing strategy is to employ well-managed, high-quality equity (stock) mutual and segregated funds to build wealth steadily over time. He is particularly interested in "value investing." He offers a comprehensive wealth management service coupled with advice on the various aspects of family finances, such as estate planning.

Robert MacKenzie, PhD, CFP, CIM
Professional Investments Inc,
Nepean, ON
(613) 225-1500 or (888) 571-2444

Articles

• "Summer Reading - A Crash Course in Crashes" (Download)
• "How To Value A Company By Its Earnings -Think Giant GIC" (Download)
• "Steps In Security Analysis: Capital Structure" (Download)
• "Security Analysis for Advanced Amateurs" (Download)
• "Relating Stock Prices to Earnings" (Download)
• "Compound Interest -- The Quarter-Million Dollar Car" (Download)
• "The ABCs Of BCE's ACB" (Download)
• "RESPs for Adults " (Download)
• "Retirement Guarantees?" (Download)
• "Fund Follies: Watch your Weight!" (Download)
• "C is for Cundill" (Download)
• "Annuity Ins and Outs" (Download)
• "Buy Berkshire Hathaway?" (Download)
• "UL Insurance Made Easy" (Download)
• "The Advantages of Annuities" (Download)
• "Another Look at UL Insurance" (Download)