John Mackenzie is a highly respected portfolio manager in Vancouver, known for his substantial experience in investment management. His career, underpinned by a solid educational background in finance and economics, reflects his expertise in the field. At Odlum Brown, a firm with a long-standing reputation for client-centric service, John is committed to upholding its legacy.
Professional Journey and Educational Background
John's career began at a Big 4 accounting firm, where he attained his Chartered Accountant (CA) designation, setting the stage for his future in finance. He further enhanced his skill set by earning a Chartered Financial Analyst (CFA) certification, transitioning into the realm of portfolio management. His academic credentials from Simon Fraser University include a Bachelor of Business Administration in Accounting and a Bachelor of Arts in Economics, reflecting a comprehensive understanding of finance and its broader socio-economic context. Later, he completed the Directors Education Program at the University of Toronto’s Rotman School of Management and received the ICD.D designation.
Contributions in Professional Roles
In addition to his role at Odlum Brown, John has contributed significantly to the Chartered Professional Accountants of British Columbia (CPABC) and the Terminal City Club in Vancouver. His involvement in CPABC includes time as Treasurer and participation in several committees, demonstrating his commitment to the profession. His leadership at the Terminal City Club, especially in various committees, showcases his dedication to community and finance. He has also served on other not-for-profit boards in the past.
Odlum Brown: A Firm of Tradition and Integrity
Odlum Brown, celebrated for its centennial in 2023, is one of Vancouver’s oldest independent investment firms. Known for its highly regarded in-house research and its tailored financial planning services through subsidiary Odlum Brown Financial Services Limited – especially for high-net-worth clients – the firm prioritizes ethical practices and a deep understanding of individual client needs. Compatible with Odlum Brown’s reputation for excellence, John’s extensive experience and ethical approach ensures clients receive a strong commitment to their financial guidance and portfolio management.
Ayda Bazzaz-Rastegar
Investment Assistant
Ayda Bazzaz-Rastegar is a dedicated Investment Assistant with a wealth of experience spanning diverse industries. Since joining Odlum Brown in 2017, Ayda has demonstrated versatility and unwavering commitment across various aspects of the firm.
Passionate about client service, Ayda takes pride in nurturing long-term relationships, ensuring clients’ investment needs are met. Her dedication has made her an invaluable asset to both the firm and its clients.
With prior experience in tourism, insurance and engineering, Ayda brings a unique perspective to the finance world. Her expertise extends to administering New Accounts and Registered Accounts at Odlum Brown, establishing her as a trusted point of contact within the firm.
Ayda’s commitment to accuracy, efficiency and fostering a harmonious workplace truly sets her apart. Armed with a Diploma in Tourism Management from Capilano University, she possesses a strong educational foundation. Her dedication to continuous professional growth is evident through the completion of multiple courses at the Canadian Securities Institute.
Ayda’s robust educational background and continuous pursuit of knowledge make her a huge asset to John’s business and clients.