Client Materials

Share this guide to help your clients see how markets have remained resilient despite short-term volatility.

Help your clients see why compounding dividends has historically supported  long-term portfolio growth.

See how long-term investors have seen their portfolios bounce back following sharp declines.

See how the Mackenzie US All Cap Growth Fund identifies companies that can sustain their growth in many macroeconomic environments.

Help your clients see how Mackenizie Monthly Income Portfolios can help provide predictable income for a secure retirement.

Understand how liquid alternative investments can bring true diversification and increased stability to your clients' portfolios.

Show your clients how they can easily give to the causes they care about through their estate.

A guide to help you start the conversation with clients who may benefit from an RDSP.

This brochure explains the main features of the RDSP and provides examples to illustrate how they can best be used.

Share our new infographic that helps illustrate a new approach for retirement planning.

See some scenarios that help illustrate the risk of running out of savings during retirement.

See how our Monthly Income Portfolios can help address the challenges Canadians are facing in retirement.