Mackenzie Ito - Financial Planner / Scotiabank Global Wealth Management

01/13/2025

As we step into the new year, it’s time to refocus on what matters most – your financial goals. Whether you’re preparing for tax season, wanting to optimize your RRSP & TFSA contributions, or wondering if you’re prepared for retirement, I’m here to help.

As a Financial Planner, I’m able to create a personalized and bespoke financial plan that is aligned with your goals and objectives.

During our one-on-one meeting, we can:

✅ Optimize your RRSP and TFSA contributions based on your current financial framework
✅ Review and analyze registered plans, such as: RRIF's, LIF's, LIRA's, RRSP's, or TFSA's.
✅ Revisit your investment portfolio to ensure it aligns with your goals
✅ Strengthen your retirement plan and ensure you’re on track

Whether you’re looking to optimize your savings, analyze your current investments, or simply gain clarity on your finances, my personalized approach will help to ensure a more confident financial future.

📆 Schedule your consultation today, and let’s start 2025 with a plan that works for you.

Tel: 289-251-0429
Email: [email protected]

Send a message to learn more

09/16/2024

Welcome to my page!

My name is Mackenzie Ito and I am a licensed Financial Planner with Scotiabank Global Wealth Management here in Cobourg and Port Hope. As a local resident who was born and raised in Cobourg, it gives me great pride to assist my clients within Northumberland County as well as those across Ontario.

As a Financial Planner, I provide my clients with a personalized and fully custom Financial plan that details a holistic framework to ensure all financial aspects are cohesively aligned. Specifically, I can assist with:

-Retirement and Pension Planning
-Investment Management
-Cash Flow Management
-Tax and Estate Planning
-Business Owner Planning

Feel free to reach out if you’re interested in a review of your current plan / investments, or are looking to develop a plan to give yourself a better sense of your financial future.

I am available via text, call, or email anytime!
Cell: 289-251-0429
Email: [email protected]