GROUPPLANS

Mackenzie's Proven Partnership approach is a perfect fit for small- to medium-sized businesses. Mackenzie administers the plan assets, while an independent financial advisor provides direction to plan members.

 

Advisors

The group plan market is growing rapidly, as more and more companies are finding that having a quality group plan helps to attract and retain high-calibre employees. Many companies use the services of a financial advisor to set up and manage their group plan. These pages are designed to provide you with the information you need to understand group plan basics and to build your business.

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Plan Sponsors

If you are a plan sponsor with an existing group plan in your company, we hope this site will give you better insight about your plan. If no group plan exists and you are currently evaluating different options, we hope this site will help you make the right decision.

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Members

This site provides an outline of the income you may need at retirement, the government programs available to assist you and the basics of retirement planning. If you are saving through a group plan at work or saving independently, we hope this site will give you a better understanding of your plan and help you make the right decision.

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