As we communicated earlier in our winter newsletter, Mackenzie has updated its applications for RESPs and RDSPs to align with Employment and Social Development Canada (ESDC) data collection practices.
Upcoming transition to T+1 settlement cycle at Mackenzie Investments
On May 27, 2024, Mackenzie will move from T+2 to T+1 settlement for all mutual funds, exchange traded funds, and segregated funds.
Introducing the Mackenzie Emerging Markets ex-China Equity Fund
On April 25, Mackenzie will launch the Mackenzie Emerging Markets ex-China Equity Fund, which aims to provide long-term capital growth by investing primarily in equity securities of companies in emerging markets, excluding China.
Mackenzie Investments proposes changes to its fund line-up
As part of our ongoing efforts to strengthen and streamline our product shelf, Mackenzie Investments is proposing some changes that would take effect on or around June 21, 2024.
As part of our year-end activities, Mackenzie will be closing series of some funds that have been fully redeemed and are no longer offered under a simplified prospectus.
Amendments to Rule H1 for Pre-Authorized Chequing (PACs)
As previous noted in our Winter Newsletter, additional changes to the Canadian Payments Association's Rule H1 will come into effect on January 1st, 2024.
2023 Winter newsletter
It’s that time of year once again – a time to reflect on our shared efforts and achievements and to express our sincere thanks and gratitude.
New ETFs launching in November
On November 20, 2023, Mackenzie Investments will launch four new ETFs, including a suite of three government bond ETFs and a single-ticket equity solution in the Mackenzie All Equity Allocation ETF.
First Home Savings Accounts (FHSA) at Mackenzie Investments
In June, we began accepting First Home Savings Accounts (FHSA) for nominee plans, allowing prospective first-time Canadian home buyers to save for their first home, tax-free. On November 21, 2023, FHSAs will be available for Mackenzie-administered accounts (client name accounts).
Upcoming fund events Mackenzie Investments
We’d like to let you know about some fund events happening with Mackenzie’s simplified prospectus renewal, which we expect to be receipted on or around October 3, 2023.
REMINDER: Cancellation of Saskatchewan Advantage Grant for Education Savings (SAGES)
The Government of Saskatchewan announced in their 2022-23 fiscal year provincial budget the wind up of the SAGES program. The program has been paused for several years and no new payments or deposits have been received.
Mackenzie Northleaf Private Credit Fund and Mackenzie Northleaf Private Credit Interval Fund can now be held in registered plans
Soon more retail investors will have access to private credit mandates through the Mackenzie Northleaf Private Credit Fund and Mackenzie Northleaf Private Credit Interval Fund. Starting June 30, 2023, these funds can be held in all nominee registered account types.
Dealer Relations spring 2023 newsletter
We’d like to thank you for your support and partnership during this past RRSP and tax season. It’s been a busy time as we work together to prepare for upcoming Fundserv enhancements and regulatory changes.
Introducing the Mackenzie USD Global Dividend Fund
On June 22, Mackenzie will launch the Mackenzie USD Global Dividend Fund.
Reminder: Upcoming fund mergers and terminations
Earlier this year, Mackenzie Investments announced a series of fund mergers and terminations to streamline and strengthen its product offering. Investors have now voted to approve these changes (where applicable), which will take place on or about June 16, 2023.
Preparing for the upcoming DSC ban for segregated fund contracts
To help you prepare, we want to let you know about the steps Mackenzie will be taking to comply with the new regulations.
Introducing the Mackenzie Corporate Knights Global 100 Index Fund and Mackenzie Corporate Knights Global 100 Index ETF
In April, Mackenzie will launch the Mackenzie Corporate Knights Global 100 Index Fund and Mackenzie Corporate Knights Global 100 Index ETF.
Upcoming changes: Mackenzie Northleaf Global Private Equity Fund
We would like to announce some upcoming changes on the Northleaf Global Private Equity Fund.
As part of our ongoing efforts to strengthen and streamline our product shelf, Mackenzie Investments will be making the following changes, subject to investor approval where applicable. The following fund mergers will take place on or about June 16, 2023.
2022 has been an eventful year. At Mackenzie, we’ve been focused on helping Canadians navigate market turbulence with portfolio diversification and inflation-resilient products. As always, we want to thank you for your help in supporting our launches and product events, and the work you’ve done to ensure their success.
We’d like to let you know about some fund events happening with Mackenzie’s simplified prospectus renewal, which we expect to be receipted
on or around October 3, 2022.
In 2020, Mackenzie Investments acquired Greenchip Financial Corporation, including the Greenchip Global Equity Pool and its investors. On October 31, 2022 the transfer agency for this fund will transition from RBC to Mackenzie.
On September 8, Mackenzie will enhance its suite of investment solutions with the launch of the Mackenzie Inflation-Focused Fund and the Mackenzie USD US Mid Cap Opportunities Fund.
A reminder that Mackenzie will close the Mackenzie TFSA High Interest Cash Builder to all new investments, including systematic purchase plans, at 4:00 ET on September 9, 2022
On September 9, 2022, Mackenzie will be hard capping the Mackenzie TFSA High Interest Cash Builder, a deposit product offered by B2B Bank® exclusively for Tax Free Savings Accounts
As you know, Mackenzie will stop selling deferred sales charge (DSC) and low load (LL) purchase options as of June 1 in accordance with the Canadian Securities Administrators’ ban.
On January 31, 2022, Mackenzie Investments will add another innovative investment solution to its product line-up with the launch of the Mackenzie Northleaf Private Credit Interval Fund.
On or around July 30, 2021, we will merge 34 Corporate Class funds into their trust fund equivalent or “twin trust” where required. If no corresponding trust fund currently exists, a continuing fund will be launched to facilitate the merger.
We would like to provide you with information on upcoming fund events, subject to receipt of the Mackenzie Investments Mutual Funds Simplified Prospectus.
Mackenzie’s sustainable solutions are designed to make a positive impact for Canadians who want to align their values to their investments without sacrificing performance.
On or around July 30, 2021, we will merge 34 Corporate Class funds into their trust fund equivalent or “twin trust” where required. If no corresponding trust fund currently exists, a continuing fund will be launched to facilitate the merger.
As we communicated earlier, Mackenzie will be winding up Mackenzie Financial Capital Corporation. On or around July 30, 2021, we’ll merge 34 Corporate Class funds into their trust fund equivalent.
On July 14, Mackenzie will launch the Mackenzie Tax-Managed Global Equity Fund, which aims to provide investors with long-term capital appreciation while minimizing taxable distributions.
On March 5, Mackenzie Investments announced proposed changes to make its product shelf easier to navigate, and investors have now voted to approve these changes.
As we reach the mid-way point of 2021, we’d like to take a moment to thank you for your patience and understanding as we continue to evolve our ways of working and adapt to changing business realities.
Today Mackenzie Investments announced that it will be winding up Mackenzie Financial Capital Corporation, including its suite of 34 Corporate Class funds, effective July 30, 2021.
On March 5, Mackenzie Investments announced proposed changes to make its product shelf easier to navigate, and investors have now voted to approve these changes.
Mackenzie Investments has proposed the following fund changes, which are expected to take effect on or around June 4, 2021, subject to certain approvals.
On January 22, 2021, Mackenzie Investments will expand its line-up of alternative products with the launch of the Mackenzie Northleaf Private Credit Fund.
We’d like to take this opportunity to thank you for your patience and understanding throughout 2020, as we evolved our ways of working and adapted to changing business realities.
On November 9, Mackenzie will expand its line-up of alternative mutual funds with the launch of the Mackenzie Private Equity Replication Fund. This fund seeks to provide long-term capital appreciation and to replicate the long-term returns of diversified U.S. private equity investments by investing primarily in listed U.S. equity securities.
We would like to provide you with information on upcoming fund events, which are included in the Mackenzie Investments Mutual Funds Simplified Prospectus renewal that we expect will be receipted in the next few days.
In June, we announced a proposal to terminate the Mackenzie Global Long/Short Equity Alpha Fund. Below are important details and dates to help you prepare for the termination
On June 11, we’ll be launching the Mackenzie Alternative Enhanced Yield Fund, which offers investors an actively managed, diversified portfolio of income-producing asset classes.
Mackenzie Investments understands that, in these unprecedented times, Dealers and their advisors are working closely with their clients to consider their individual needs, and that hardship from the ongoing COVID 19 pandemic may cause clients to need to redeem their mutual fund investments.
As part of the measures announced in Canada’s COVID-19 Economic Response Plan, the required minimum withdrawals from Registered Retirement Income Funds (RRIFs) will be reduced by 25% for 2020.
With the recent guidance provided by the MFDA and IIROC to help interact with clients remotely we have created an acknowledgement form which will authorize your dealership and its representatives to deliver client instructions to Mackenzie Investments without a client signature for mutual funds registered in client name.
As the impact of the coronavirus continues to be felt in Canada and around the world, Mackenzie has transitioned the majority of its employees to work from home.
As the impact of the coronavirus continues to be felt in Canada and around the world, many of our clients are shifting to alternative working solutions.
On February 26, 2020, we will launch the Mackenzie Global Small-Mid Cap Fund, which is designed to offer enhanced risk-adjusted return and exposure to fast-growing companies in the United States, Europe and Asia.
In September, Mackenzie Investments announced the proposed merger of Mackenzie Cundill US Class into Mackenzie US Growth Class. Investors have now voted to approve this merger, which will take place on or about February 7, 2020.
To ensure consistency in our current product offering, we'll be launching Laurentian series for three funds and adding series LF for two existing funds, effective December 9, 2019.
At Mackenzie Investments, we're continuing our commitment to deliver greater value to investors through competitive, simplified and accessible pricing.
Earlier this year, Mackenzie Investments announced proposed fund mergers and other changes to make its product shelf easier to navigate. Investors have now voted to approve these changes and the following fund mergers will take place on or about August 16, 2019.
Risk rating changes to Mackenzie mutual funds and ETFs On June 25, we announced changes to the risk ratings of a number of Mackenzie mutual funds and ETFs, effective June 28, 2019.
As we communicated earlier this year, Mackenzie will no longer review documents submitted for EPA-eligible trades to confirm settlement method, starting July 2, 2019.
As part of our commitment to automatically switch investors into the lowest fee series for which they qualify, we are extending our Preferred Pricing Service to Registered Disability Savings Plans (RDSPs).
With last year's launch of Mackenzie Multi-Strategy Absolute Return Fund, we provided Canadian retail investors with first-time access to alternative investments within a conventional mutual fund.
On January 31, 2019, we will launch the Mackenzie Global Growth Balanced Fund, a new growth-oriented global balanced fund designed to offer investors stronger geographic diversification and enhanced return potential.
Canada Post has announced the commencement of rotational strikes as of midnight on Monday, October 22. Due to mailing delays, please note we will be implementing business continuity plans to minimize the impact to you.
Effective June 1, we will be expanding our product shelf with additional series (O and F) and fixed rate distribution series (F6 and F8) for existing funds. We will also be launching the Mackenzie Emerging Markets Fund effective June 5.
Effective July 6, the Mackenzie Canadian All Cap Balanced Fund, Mackenzie Canadian Money Market Class and Mackenzie Cundill Recovery Fund will be terminated and merged with other funds.
On May 23, we will launch the Mackenzie Multi-Strategy Absolute Return Fund, an innovative solution that seeks a positive total return over a market cycle and offers the potential for a lower volatility experience by using a modern, multi-strategy approach.
Effective on or about March 23, 2018, Counsel Portfolio Services will terminate and merge the Counsel Income Managed Portfolio and Counsel World Managed Portfolio.
Effective February 2018, Mackenzie launches additional changes in its continuing effort to update and modify Mackenzie PWC's Portfolio Architecture Service ("PAS") and Open Architecture Service ("OAS") documentation, processes and procedures.
On January 29, 2018, Mackenzie will be launching 5 new ETF portfolios, a one-ticket solution that combines Mackenzie's active, strategic beta and traditional index ETFs in a multi-asset mutual fund structure.
On January 24, 2018, Mackenzie will be launching new index ETFs that provide pure market exposure to a range of asset classes and include both equity and fixed income.
.svg){kind=logo}