Services

Mackenzie Charitable Giving Program

To many investors, success means having the ability to make a difference and leave a lasting legacy. The Mackenzie Charitable Giving Program enables investors to make regular giving a part of their overall financial plan.

Tax & Estate Planning

Part of a complete financial plan, tax and estate planning are essential to meeting your financial goals. At Mackenzie Investments, we understand that effective tax and estate planning are integral parts of the financial planning process.

Mackenzie Private Wealth

Mackenzie Private Wealth is dedicated to providing a deeply personalized wealth counselling service to households with $500,000 and more in investable assets.

Accounts

Mackenzie offers an extensive range of account options to help you maximize your savings and reach your long-term investment goals.

Additional Services

Mackenzie is committed to providing dedicated and ongoing support through a variety of unique and innovative services to help meet your long-term investment goals.

Retirement

Retirement comes with real complexities and changing needs. That’s why we’re focused on providing real answers to the real questions you have around retirement, addressing the complexity that comes with planning for this new life stage. 

Preferred Pricing

Mackenzie’s Preferred Pricing Service is designed to ensure that an investor automatically benefits from reduced costs, once their wealth reaches $100k.

Practice management

Grow your business and expertise with business building resources.

 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.