Brock Mac Kenzie B.Bus, Rrc, Fpsc Level 1® Certificant
About Brock Mac Kenzie B.Bus, Rrc, Fpsc Level 1® Certificant
Brock Mac Kenzie is an Associate Consultant at the James B. French Group, specializing in retirement and estate planning services. He holds an FPSC Level 1® certification and the Rrc designation, and has over a decade of experience in financial planning.
Work at Investors Group Financial Services Inc.
Brock Mac Kenzie has been serving as an Associate Consultant at Investors Group Financial Services Inc. within the James B. French Group since 2011. His role involves providing comprehensive retirement and estate planning services, focusing on ensuring clients' long-term financial security. He specializes in creating personalized financial plans that align with clients' unique goals, and he offers guidance on mortgage reduction strategies to assist clients in managing their home financing effectively.
Education and Certifications
Brock Mac Kenzie holds a Bachelor's degree in Marketing from Griffith University, which he completed in 2010. He also earned a Business Diploma from Fanshawe College, studying from 2006 to 2009. Additionally, he has achieved the Rrc designation, signifying expertise in retirement planning, and is certified as an FPSC Level 1® Certificant, indicating a foundational level of financial planning proficiency.
Background and Early Career
Brock Mac Kenzie completed his high school education at Archbishop Dennis O'Connor C.H.S., graduating in 2006. He briefly worked at Costco Wholesale in a merchandising role for three months in 2009. This early experience contributed to his understanding of customer service and retail operations before transitioning to a career in financial consulting.
Specialization in Financial Planning
Brock Mac Kenzie specializes in providing tailored financial planning services. His expertise includes developing personalized financial plans that cater to individual client goals. He also focuses on retirement and estate planning, ensuring that clients are prepared for their financial futures. His guidance on mortgage reduction strategies is designed to help clients effectively manage their home financing.