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Chad MacKenzie
CFP® , CIP
Financial Advisor*
Mutual Fund Investment Specialist**
Location
Edmonton
Email
Jessica Liu
Associate Financial Advisor
I was born and raised in Edmonton and have been an Associate Financial Advisor for just over four years. I chose financial services as a career because of my passion for coaching and because I have witnessed the challenges and confusion many people have faced regarding their financial livelihoods.
I'm a coach who strives to educate and guide my clients through the uncertainties of the financial world, and to find the solutions that fit their lifestyles. A person’s relationship with money is rarely just surface level. It's tied to many deep-rooted unconscious (or conscious) belief systems, values, and experiences. Through in-depth discussions, I help clients build a solid and holistic financial plan, and uncover what is truly blocking their ability to either make, grow or protect their income and wealth.
Apart from being in finance, I competed in professional bodybuilding competitions. I continue my passion for the health and wellness industry by partaking in different health events and continually educating myself on how the body and mind works. Some of my other hobbies include learning about astronomy, ancient civilizations and understanding human psychology. I enjoy the outdoors and plan to take my puppy out for more hikes.
Life is meant to be enjoyed to the fullest with the right people, and I intend on continually making my life as meaningful as possible, surrounded by amazing family and friends.
“For a man to conquer himself is the first and noblest of all victories.” – Plato.
Location
Edmonton
Email
Melissa Campbell
Associate Insurance/Financial Advisor
After moving from Vancouver to Winnipeg with my husband and six-month-old daughter at the time, I was determined to find a rewarding career that would provide for my family. Insurance was the right fit as it allows for many different opportunities to progress in a constantly changing industry. In 2015 I passed my CAIB 1 (Canadian Accredited Insurance Broker) exam while living in Winnipeg and working for a family-owned insurance office. I enjoyed this role very much as I was surrounded by a loyal client base that I built and received guidance from highly respected individuals within the industry. In 2017 our family moved to Alberta, where I was hired as an Associate Insurance Advisor with Co-operators. In 2017, I obtained my life insurance and accident & sickness licence, and I now enjoy helping my clients protect their loved ones and businesses. My passion for this career comes in the intricate details and the client-focused approach. Insurance and financial planning can be a heavy topic for some people. I am my happiest when I can take some of that weight off and provide service to a client who needs a trusting advisor.
I am now set up in Spruce Grove, living with my wonderful husband, two daughters and three dogs. When I am not with my work family, outside of the office, my hobbies include days at the dog park making new fur friends and road trips to explore this beautiful province we live in. I also enjoy teaching my daughters how to bake, even if there is a huge mess to clean up afterward. One of my many idols is Jane Goodall. I enjoy learning about the many years of research she dedicated to wildlife and the environment. My goal is to travel to her sanctuary one day and volunteer to care for rescued animals.
My favourite quote: “All we have to decide is what to do with the time that is given us.” – Gandalf (Lord Of The Rings)
Location
Edmonton
Email
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.