Our Team

People recognize that in today's endless possibilities, unlimited information and limited time, it is critical that their financial assets be entrusted to a professional who considers the opportunities, weighs the risks and cares deeply about the result. With Jocelyn's team, they work to build and nurture a personalized relationship with each client in order to help them navigate through important choices, achieve their financial goals and security.

Jocelyn is a financial planner with over 30 years of experience providing holistic financial planning advice and services to high net worth families, business owners, business executives and senior management. With her experience and advanced training in the financial services sector, Jocelyn has a proven track record of providing comprehensive financial planning solutions, invaluable advice and a wide range of financial products and services to her clients. A Charted Professional Accountant (CPA, CGA) and Certified Financial Planner^TM (CFP), Jocelyn’s success is attributed to her professional, ethical, confidential and caring manner. Jocelyn started her career in small business accounting for professionals and business owners as well as personal income tax with KPMG (formerly Thorne Riddell).

Jocelyn was a Co-Chair, Major Gifts Division of the National Capital Region YMCA-YWCA Capital Campaign. She is a past President of Advocis (formerly Canadian Association of Financial Planners) Ottawa Chapter. A prior member of the Women’s Business Network from 1994 – 2006 serving in various board positions. In addition, over the past 15 years, Jocelyn has served on the boards of community organizations as well as those related to her profession. As a partner, businesswoman and mother of three, Jocelyn understands the demands of today’s family and the importance of developing a balanced life as well as a workable financial plan. In her leisure time, Jocelyn and Tom enjoy many activities including skiing, biking, hiking, travelling, social time with friends and down time at Red Pine Camp with her kids.

Financial planning, insurance and tax preparation services offered through Mackenzie Wealth Planners Inc.

With a passion for helping people and love of numbers, Stephanie brings these two together to help clients from all walks of life set and achieve their financial goals and security. Building and nurturing a personalized relationship with each client is part of her foundation. She specializes in areas of investment planning, insurance and risk management, tax planning, retirement planning, education savings planning and registered disability savings.

In 2014, Stephanie undertook a major career change when she left the airline industry and started working in financial services at CIBC as a Customer Service Representative. She moved up to Financial Service Representative at CIBC and then Meridian Credit Union.   Stephanie has been part of the MacKenzie Wealth Planners Team since mid-2017. 

After leaving the airline and while working at CIBC, she went back to school for business and financial services.  Now an Algonquin College graduate in two areas; Diploma in Business Accounting and a Graduate Certificate in Financial Services. Completing Financial Planning 1 and  Personal Financial Services Advice courses, she is well on her way to final studies required to become a Certified Financial Planner.  Taking the Canadian Investment Funds Course through the IFSE Institute Stephanie is mutual fund licensed.  In addition, has completed the LLQP to achieve her Life License.

In her leisure, Stephanie enjoys travel and cooking.  Travel is enhanced when helping people.  A 2017 trip to Portugal volunteering with Habitat for Humanity was an incredible experience.  She is looking forward to more traveling and volunteering locally and abroad.

Insurance products and tax planning services are provided through MacKenzie Wealth Planners Inc. 

Donna Laight joins the MacKenzie Wealth Planners Team with a wide range of experience in the financial services industry.

Most recently, Donna worked in the Private Investment Management Division of a large full-service brokerage firm dealing primarily in client servicing and administration. Prior to that, she spent several years working abroad where she handled all aspects of high net worth client’s investment needs as well as marketing for the firm. Donna started her career planning and settling estates in her native Montreal. She is fluently bilingual.

Donna’s specialty is listening to clients and helping them in their journey to achieve their personal and financial goals. She provides integral support to the MacKenzie Wealth Planners Team in the management of clients’ affairs and is committed to providing the high level of personalized service that is a hallmark of our team.

Donna received a Bachelors Degree in P.R. with Distinction from Mt. St. Vincent University and She continues to develop professionally and recently obtained her Life License (LLQP) in addition to successfully completing the Mutual Fund course.

When not busy managing her son and daughter’s hockey teams, Donna volunteers teaching Financial Literacy to high school students. She is also the Founder and President of SeniorHelpOttawa , a not for profit group of businesses in the Ottawa community that offer trusted services to seniors.

Sofia and Stephanie first connected at a social networking event for the Financial Services - Canadian Context Program students at Algonquin College. A former graduate of the program, Stephanie was a guest speaker, talking about her journey into financial services and financial planning. When it came time to look for a new administrative assistant to join our team, Sofia was at the top of Stephanie's mind.

Sofia joins our team with a mix of international experience in the financial services industry. Most recently, Sofia worked in Mizrahi Tfahot bank, Israel, assisting clients with banking transactions, investment advice, and lending advice. Prior to that, she spent several years working in Moscow Industrial Bank in Russia. Sofia speaks English, Russian and Hebrew. Sofia received a master’s degree in economics from Moscow State Open University. She continues her education at Algonquin College and currently pursuing a graduate certificate in “Financial Services – Canadian Context” program. In Sofia's spare time she's with her family and friends, and staying active with fitness.