Products & Services

 

Marketing Materials Library

The Marketing Materials library provides comprehensive information on our products and services including current market updates, fund manager's commentaries, performance and annual reports, prospectuses, fund brochures and fact sheets, newsletters, articles and more.
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Mutual Funds

Mackenzie's core business is the management of mutual funds on behalf of investors throughout North America. In Canada, Mackenzie offers more than 100 mutual funds in every asset class, plus industry-leading strategic asset allocation products.
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GroupPlans

Mackenzie's Proven Partnership approach is a perfect fit for small- to medium-sized businesses.  Mackenzie looks after tax issues and investment management, while an independent financial advisor provides direction to plan members.
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Mackenzie Lending Products

Mackenzie is pleased to offer a suite of competitive lending products available through licensed Financial Advisors.
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Mackenzie Structured Products

Information about MSP Maxxum Trust and Mackenzie 2004 Resource Limited Partnership.
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Other Investment Products

Details about Mackenzie Master Limited Partnerships and Mackenzie Income Trust.
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Mackenzie Private Client Program

The Mackenzie Private Client Program is a comprehensive wealth management service available exclusively to high net worth clients and their families. The program is comprised of The Portfolio Architecture Service for asset management, and Private Client Tax and Estate Advisory Services for family tax and estate summarization.
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Segregated fund

A segregated fund is an investment fund that you hold within an insurance contract. The term “segregated” refers to the fact that your investment is separated from the general assets of the insurance company. Your insurance contract dictates the insurance protection you receive. So segregated funds are an insurance contract that provides you investment management plus protection.
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