Panoramic Expertise.

Breathtaking Results.

For entrepreneurs, business owners, and family enterprises, success brings both opportunity and complexity.

At Panorama Business Group, we provide strategic business and financial guidance designed to help clients navigate growth, transition, succession, and long-term planning with confidence.

Combining decades of entrepreneurial experience with a trusted network of specialized advisors, we help clients gain clarity, make informed decisions, and pursue the opportunities that lie ahead.

Because when you have the right perspective, every decision becomes clearer.

The Panorama Difference

A Panoramic View changes everything.

Business owners are often focused on what is directly in front of them - daily operations, immediate challenges, and short-term decisions.

At Panorama Business Group, we help clients step back and see the broader landscape.

Our role is to identify opportunities, anticipate obstacles, and create strategies that support sustainable growth, successful transitions, and long-term financial security.

Whether planning for expansion, succession, retirement, or wealth preservation, we help clients make informed decisions with clarity and confidence.

Because the best outcomes are achieved when you can see beyond the next horizon.

Who we work with.

Panorama Business Group works with entrepreneurs, business owners, professionals, and family enterprises navigating growth, transition, succession, and long-term planning.

Our clients span a wide range of industries, including manufacturing, retail, medical, real estate, agriculture, transportation and finance. While every business is unique, they often share similar challenges: growth opportunities, increasing complexity, succession decisions, and the desire to protect what they have worked hard to build.

Whether you are expanding your business, coordinating with professional advisors, preparing for a transition, or planning for the next generation, we provide experienced perspective and strategic guidance designed to support informed decisions and long-term success.

  • Strategic advice for owners focused on growth, succession, and long-term value creation. We help business owners navigate important decisions while keeping both immediate priorities and future objectives in view. Specializing in buy-sell agreements, valuations and best practices for business models.

  • Helping families protect what they have built while planning confidently for future generations. Generational succession planning, tax efficient buy-out programs and utilizing decades of experience helping family business, we understand that family businesses require careful consideration of both financial and personal priorities.

  • Supporting organizations through periods of expansion, transition, acquisition, and change. We provide perspective and planning designed to help businesses capitalize on opportunities while managing complexity. Employing high-level products and strategies that are focused on building wealth quickly, tax efficiently and ensuring your growing business is protected, remains one of our unique services to entrepreneurs in Canada.

  • Providing guidance for successful individuals with sophisticated financial objectives. We help professionals align personal wealth, business interests, and long-term planning strategies. Our team provides ingenious and inventive solutions to various challenges professionals face varying from start up financing, private equity and access to capital, introductions to astute business owners who can assist.

Expertise

  • Capital Architecture

    STRATEGIC GUIDANCE

    Structuring your finances to support growth, acquisitions, and strategic change. Strong businesses are built on strong foundations. We help business owners develop financial structures that support opportunity, enhance flexibility, and position their organizations for long-term success.

  • Succession Planning

    PLANNING FOR THE NEXT GENERATION

    A successful transition requires more than a plan—it requires foresight. We help business owners prepare for the future while protecting the value, relationships, and legacy they have worked hard to build.

  • Corporate Strategy

    LONG-TERM BUSINESS PLANNING

    Thoughtful planning for the opportunities and challenges ahead. Every business faces important decisions that shape its future. We help owners develop strategies that support growth, strengthen operations, and create long-term value through business consulting, corporate planning, and customized CCPC tax strategies.

  • Wealth Integration

    PROTECTING & PRESERVING WEALTH

    Aligning personal and business wealth through thoughtful planning and long-term perspective. Through our longstanding relationship with Castle Financial Group, clients have access to specialized insurance, investment, estate, wealth-planning, and tax-efficient strategies designed to protect what they have built and support future generations.

Leadership

The MacKenzie Perspective

Great businesses are rarely built by accident.

They are built through experience, perseverance, disciplined decision-making, and a willingness to see opportunities where others see obstacles.

For brothers Ian MacKenzie and Rob MacKenzie, those principles have shaped decades of entrepreneurial success across Canada.

Raised in Alberta and later pursuing separate careers in business and finance, each built a reputation for leadership within their respective fields. Ian through entrepreneurship, business ownership, and corporate leadership. Rob through financial expertise, strategic planning, and trusted client advisory relationships.

Together, they bring a uniquely balanced perspective to Panorama Business Group — one rooted equally in real-world business experience and sophisticated financial planning.

Since 2004, Panorama Business Group and Castle Financial Group have worked together to help business owners, entrepreneurs, and families navigate growth, transition, succession, and long-term wealth preservation.

Today, that partnership continues to provide clients with something increasingly rare: experienced advice, personal relationships, and a panoramic view of what lies ahead.

Ian MacKenzie

Founder & President (BA, B.Ed)

Entrepreneurs rarely need another consultant.

They need someone who understands what it means to build a business.

As Founder and President of Panorama Business Group, Ian MacKenzie brings decades of firsthand entrepreneurial experience to every client relationship. Throughout his career, he has built, operated, acquired, and led successful businesses across multiple industries, including the ownership of several dealerships throughout Atlantic Canada.

Having spent much of his professional life making the same decisions faced by his clients, Ian understands the challenges of growth, succession, leadership, risk, and long-term planning from an owner’s perspective.

His approach is rooted in practical experience, strategic thinking, and honest conversation. Clients value Ian’s ability to see beyond immediate challenges, identify opportunities, and help create plans that support both business success and lasting legacy.

At Panorama, Ian’s role is simple: helping clients gain the perspective needed to move forward with confidence.

Rob MacKenzie

President, Castle Financial Group (B.Comm, CPA, CGA, TEP, CFP)

Since founding Castle Financial Group in 1995, Rob MacKenzie has spent more than three decades helping business owners, professionals, and families navigate complex financial decisions with confidence and clarity.

Rob brings extensive experience in wealth management, estate planning, succession strategies, insurance solutions, and long-term financial stewardship. Prior to establishing Castle Financial Group, he held senior financial leadership positions including Director, Secretary/Treasurer, and Controller.

A respected professional within the financial services industry, Rob holds the CPA-CGA (Chartered Professional Accountant), CFP (Certified Financial Planner), and TEP (Trust and Estate Practitioner) designations. He is an active member of CPA Alberta, the Society of Trust and Estate Practitioners (STEP), and Advocis, and maintains memberships with both CALU and CAFE.

Through the partnership between Castle Financial Group and Panorama Business Group, Rob provides clients with access to specialized financial planning, insurance, investment, and succession expertise designed to support both current success and future generations.

All Mutual Funds and Exempt Market Products are offered/sold through Portfolio Strategies Corporation.  Other products and services are provided through Castle Financial Group Ltd.

Castle Financial

The Castle Connection

Some challenges require more than business advice alone.

Since 2004, Panorama Business Group and Castle Financial Group have worked together to help clients navigate the financial complexities that accompany business ownership, growth, succession, and long-term wealth preservation.

While Panorama provides strategic business perspective, Castle Financial Group provides specialized expertise in insurance, investment, estate, and wealth planning.

Castle Financial has been serving business owners, professionals, and families since 1995. Together, the two organizations offer clients access to both entrepreneurial insight and sophisticated financial planning.

It is a partnership built on experience, trust, and a shared commitment to helping clients make confident decisions for today and future generations.

Advisory Team

Vito Pettinato

Since the early 2000s, Vito has been involved in financial services, lending, real estate, and business development. He works closely with business owners throughout Southern Ontario to help connect opportunities, build relationships, and support long-term success.

Known for his extensive network and relationship-driven approach, Vito specializes in bringing people together and helping clients access the resources, expertise, and strategic guidance needed to achieve their objectives. His ability to cultivate trusted relationships has made him an important connection point between Panorama Business Group and the business communities it serves.

Prior to joining Panorama, Vito built extensive experience as a Mortgage Specialist with leading Canadian banks and brokerage firms, helping clients navigate complex financing decisions and achieve homeownership. He later established and operated his own private management and renovation services business, specializing in real estate, rental properties, and tenancy management.

Drawing on a career that spans financial services, lending, entrepreneurship, and real estate, Vito provides practical insight and a real-world perspective that helps business owners move forward with confidence.

Senior Regional Manager

David Cambria

With more than 15 years of experience in financial services, insurance, and private capital markets, David helps business owners and professionals navigate opportunity, manage risk, and pursue long-term financial success.

Drawing on a background that spans business development, commercial insurance, financial planning, private equity investments, and wealth management strategies, he brings a broad perspective to the challenges facing today’s entrepreneurs and business leaders. As a former Vice President of Business Development and Commercial Insurance Broker, David is recognized for his ability to connect strategic planning with practical financial and insurance solutions.

A graduate of both the Insurance Institute of Canada and the Canadian Securities Institute, David formerly held Chartered Insurance Professional (CIP) and Exempt Market Dealer (EMD) designations. Throughout his career, he has helped clients navigate complex financial decisions involving insurance, private investments, tax-efficient planning, and business strategy.

David is known for building trusted relationships and helping clients connect important decisions with meaningful outcomes. He is a former board member of the Private Capital Markets Association of Canada and has also served with the Children’s Health Foundation and Merrymount London.

Business Development Manager

Caitlin Darby

Since 2021, Caitlin plays a pivotal role in driving organizational efficiency for the Panorama team, she oversees many of the operational and client service functions that support the firm’s day-to-day excellence.

Drawing on more than 15 years of experience supporting professional organizations and executive teams, she is recognized for her responsiveness, organization, and unwavering attention to detail. She utilizes her background of comprehensive management to several executives, supporting those in medical, dental, insurance and corporate sectors.

Caitlin plays an important role in ensuring every client experience reflects the personalized service, professionalism, and care that define Panorama Business Group. She also serves as an important liaison between Panorama Business Group and Castle Financial Group, helping coordinate operations, support advisors, and ensure a seamless experience for clients across both organizations.

Her extensive background and client-first approach help ensure that every relationship is supported with the same level of attention and service clients have come to expect from Panorama. Caitlin holds her LLQP designation, is licensed as a Life and A&S Insurance Agent and is currently an HRCI Human Resource Associate candidate.

Director of Administration Operations

The View Changes Everything.

The most valuable opportunities are often revealed from a different perspective.

For decades, Panorama Business Group has helped business owners, entrepreneurs, and families see beyond immediate challenges and plan for what lies ahead.

Success isn’t defined by where you’ve been.

It’s defined by where you’re going next.