• CPA
Senior Associate
24 Years
Wendy Robertson

Wendy Robertson joined Mackenzie in 1997 as the director of accounting and today is Mackenzie's financial advisor for corporate compliance. Wendy thoroughly enjoys her job and finds that even after 16 years every day still has something new to work on. She continues to be mentally rewarded by providing outcomes that benefit Mackenzie's clients; in her words, the very definition of teamwork. Wendy has enjoyed seeing the firm grow to work across many different states and has been integral in ensuring compliance requirements are met in each. Wendy actively participates on Mackenzie's Profit Sharing Committee.