Warren MacKenzie studied religion, philosophy and psychology at university, and after completing a B.Ed. at Dalhousie University he began teaching school in Nova Scotia. He left teaching to become a Chartered Professional Accountant. Eventually he left public accounting to work as a financial advisor with a major brokerage firm, where he earned the CFP, CIMA, and CIM designations.
Warren is the author of Zen and the Art of Wealth: Finding Your Way to Happiness and Financial Security and The Unbiased Advisor and is co-author of New Rules of Retirement and The C.A.R.P. Financial Planning Guide. He has written numerous
investment articles for magazines and is a regular contributor to Canadian Money Saver magazine and the Financial Facelift column in The Globe and Mail.
Warren believes that it is not enough to manage money wisely. It is also important for investors to have the information that allows them to also use their money wisely. To use money wisely people need to know how much of their capital is essential, i.e., necessary to achieve their goals, and how much is surplus, money which can be spent or given away. Warren likes to explain how investors can maximize their happiness by getting involved and using some of their surplus to support worthwhile causes.
During the week Warren resides in Toronto and on the weekends he can be found at the family farm near Belleville. His hobbies include working on his drystone rock wall and playing with many grandchildren.
