Will has been in the investment industry since 2004. He understands that all economic and life situations are unique and that a personalized approach is essential to meeting each client’s goals. As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) he builds upon The Mackay Financial Group’s philosophy of tailored solutions. He regularly meets and communicates with clients to ensure that their current strategic plan will achieve their goals. He creates personalized solutions which provide a strong financial foundation for his clients. He is effectively supported by a team whose teamwork and professionalism helps him build long-term relationships with his growing client base and provide excellent customer service. Will is licensed in options, insurance and discretionary portfolio management.

Dean Hou has 5 years of industry experience and is responsible for supporting the team and our clients with a high level of professionalism. He is a CFA charter holder and IIROC Registrant. He is licensed to provide trade execution for clients, along with other essential functions to support the team such as developing client retirement plans. Being a CFA charter holder, Dean is committed to bettering our clients’ financial future. Dean is fluent in Mandarin and English, allowing him to provide exceptional customer service in both languages. He is versatile and detail-oriented and is responsible for ensuring your client service experience is a positive one.

Hina Naseer joins The Mackay Financial Group as a Client Associate. Prior to joining us, she worked at CIBC Wood Gundy Branch in Downtown Toronto where she had been a multi year member of a high-level team. Her focus is on client administration and continuing to provide exceptional client service. She is an IIROC Registrant and will help ensure expert execution and peace of mind for our clients. Hina is a Finance graduate and holds a Bachelor’s degree in International Business from UK.

Nichole Kroesbergen joined CIBC Wood Gundy and The MacKay Financial Group and is now a Client Associate. After graduating Professional Financial Services from Fanshawe College in 2020, she worked as Senior Customer Service Representative with another major Canadian financial institution. Nichole brings the knowledge
and experience from her previous role and is dedicated to providing exceptional service to our clients. Nichole is responsible for supporting the administrative details of our clients and their accounts.

Jaden Carmichael recently joined The MacKay Financial Group as a summer student. Jaden is studying at the University of Guelph-Humber enrolled in Business Administration and enroute to graduate in December 2022. He has a fundamental understanding of financial markets and a strong drive to expand his knowledge base every day. He is responsible for basic administrative tasks and is dedicated to providing superior client service. Outside of work he enjoys reading, sports, theatre and music.