Home > About Second Opinion
What Makes Second Opinion Different?
Choosing Second Opinion can help you to:
Confirm that your investments are on track to meet
your financial goals.
- Take action to reduce risk and improve return —
before it's too late.
- Ask the right questions of your investment advisors,
and
- Determine whether your investment portfolio is designed
as efficiently as it should be, to achieve your goals.
Remember:
- Financial advisors do not always recognize their
own mistakes.
- Getting a second opinion makes sense for your
physical health — it makes sense for your financial
health, too.
How is the advice you get from
Second Opinion different from that of a financial advisor?
We do not sell investment products of any kind and therefore we are not influenced by the need to earn commissions.
- We do not manage investments and therefore we have no desire to get you to switch your investment account from your existing financial advisor.
- Our opinion is based on both practical experience and education. Warren MacKenzie, founder, has over twenty years of experience in the industry. He is a Chartered Accountant, a Certified Financial Planner, and a Certified Investment Management Analyst. In addition, Ken Hawkins, VP of Research and Development, has experience as a portfolio manager for the Ontario Teachers' Pension Plan where he managed a 500 million dollar portfolio of Canadian equities.
- Our only source of income is the fee that you pay and therefore our loyalty and fiduciary duty is to you alone.