COVID-19: Calming perspectives in uncertain markets - Read more

Better together,

even when we’re apart.

Helping you navigate the impacts of COVID-19

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Featured Funds

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Mackenzie US Mid Cap Growth Class
Mackenzie High Diversification Emerging Markets Equity Fund
Mackenzie Monthly Income Balanced Portfolio
Mackenzie US TIPS Index ETF (CAD-Hedged)
Mackenzie Canadian Growth Balanced Fund
Mackenzie Unconstrained Bond ETF

Why Mackenzie?

With approximately $137.5B* (CAD) in assets and 14 distinct investment teams, Mackenzie Investments has the strength and diversity of multiple perspectives to help you meet your clients’ needs and help support them in all markets. 

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What's new

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Join us for weekly conference calls with our experts

We’re hosting a weekly 8-part call series through to early May.  Listen to the latest calls and book your calendar for upcoming calls.  For Advisors only.

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news

Canada Life, IGM Financial & Power Corporation of Canada contribute $1 million to address COVID-19 community challenges

Mackenzie Investments, along with our partners at IG Wealth Management, Canada Life & Power Corporation are donating $1 Million to address COVID19 challenges in Canadian communities, including organizations like Food Banks Canada. Be safe Canada.

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news

Flattening the Curves

Todd Mattina discusses the monetary, fiscal and investor challenges created by COVID-19.

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ETF Questions Answered – Joanne Hill

With extensive ETF research experience, the Bloomberg commentator and author spoke to Mackenzie team about current trends in ETFs.

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news

Covid-19 Infographic on Canada's Economic Response Plan

On March 18, 2020, Prime Minister Justin Trudeau announced a set of economic measures to help stabilize the economy during this challenging period.  Download this infographic that simplifies the details.

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Investor Education

All About Advice

Financial advisors can significantly impact your ability to accrue wealth. In fact, investors that rely on ongoing financial guidance are often worth nearly twice as much as those who prefer investing on their own.

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Guide to Mackenzie Funds

Knowing which funds to invest in and how to make the best use of your time and money is crucial. But with the right tools and advice, you can easily pick the appropriate funds and keep close tabs on your investments.

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Estate Planning

A solid plan is the best way to ensure that your wishes are carried out after your death. Estate Planning lets you determine how your assets will be managed and distributed among your beneficiaries.

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What's new

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Happy 30th birthday, ETFs

The first ETF was created on March 9, 1990 – right here in Canada. Mackenzie ETFs are made by Canadians, for Canadians.

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news

Canada Life, IGM Financial & Power Corporation of Canada contribute $1 million to address COVID-19 community challenges

Mackenzie Investments, along with our partners at IG Wealth Management, Canada Life & Power Corporation are donating $1 Million to address COVID19 challenges in Canadian communities, including organizations like Food Banks Canada. Be safe Canada.

Learn more >
news

Flattening the Curves

Todd Mattina discusses the monetary, fiscal and investor challenges created by COVID-19.

Read the commentary >
insights

Introducing Mackenzie International Dividend Fund

Diversification can lead to better risk-adjusted returns, and it’s easier to achieve than you may think. Investing in international dividend-paying companies outside of North America provides exposure to a large universe of strong and stable companies.

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news

Covid-19 Infographic on Canada's Economic Response Plan

On March 18, 2020, Prime Minister Justin Trudeau announced a set of economic measures to help stabilize the economy during this challenging period.  Download this infographic that simplifies the details.

Read more >

Investor Tools & Calculators

RRSP Calculator

Calculate how much you will need to save between now and the day you retire.

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RRSP Illustrator

Get a personalized assessment of the tax benefits you gain by investing in your RRSP.

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RRSP Loan Planner

Find out how an RRSP loan could help boost your income at retirement.

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RIF/LIF Illustrator

Find out how much income your Registered Savings plan will generate in retirement.

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RESP Calculator

Discover how much your money can grow in an RESP and how much you will need to save for your children's education.

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Mortgage Qualifier

Use this calculator to find out how much you could qualify for and what your monthly payments would be.

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Advisor Tools & Calculators

Precision

Powered by Mackenzie

Access Precision to research and compare Canadian mutual funds and ETFs and build client portfolios.

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Investment Calculators

Browse a range of investor calculators that can be added to your website.

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InfoMack

Mackenzie Investments’ InfoMack Financial Planning Program is a suite of tools aimed at helping you illustrate a variety of financial planning concepts to your clients.

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Charitable Giving Tax Credit Calculator

Discover the impact a charitable donation can have on taxes.

Calculate >
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Applications and Forms

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RESP Withdrawal Form
RDSP Application Form
Multi-Plan Application
RESP Government Grant Application Form (SDE0093)
Canada Disability Savings Grant and/or Canada... (EMP5608)
Registered Transfer Authorization Form (TARI)
RESP – Family Plan Application
Annex A – Additional Beneficiaries Application (SDE0093-A)
Annex B – Primary Caregiver Application for... (EMP5610)
Tax-Free Savings Account Application

Applications and Forms

View all applications & forms >
RESP Withdrawal Form
RDSP Application Form
Multi-Plan Application
RESP Government Grant Application Form (SDE0093)
Canada Disability Savings Grant and/or Canada... (EMP5608)
Registered Transfer Authorization Form (TARI)
RESP – Family Plan Application
Annex A – Additional Beneficiaries Application (SDE0093-A)
Annex B – Primary Caregiver Application for... (EMP5610)
Tax-Free Savings Account Application