To be eligible for a 2018 tax receipt, donations must be received in good order by the Strategic Charitable Giving Foundation, by 4pm (EST) on December 31, 2018.
We are committed to supporting you in helping your clients achieve their goals. With that in mind, we are responding to changes to the markets, the industry and regulatory environment with a number of initiatives and enhancements.
Mackenzie Investments is committed to offering you competitive, simplified and more accessible pricing structures. In Spring 2018, we lowered fees and simplified the pricing structure of our Private Wealth and fee-based offering.
As you may be aware, there is a potential Canada Post mail stoppage that could start on September 30th, 2018. In the event of a strike, Canada Post has indicated that September 21st is the last mailing day for which they can guarantee delivery. We are monitoring the situation and putting business continuity plans in place to minimize the effect on our service offering to you. In preparation, we would like to offer the following recommendations to ensure that you avoid processing delays or service interruptions.
Mackenzie Investments plans to simplify its product shelf to make its fund choices easier understand and navigate.
Effective June 1, 2018, Mackenzie Investments will be introducing a lower, simplified and more accessible pricing structure for investors.
2017 contribution receipts were mailed on January 12 and made available on InvestorAccess and AdvisorAccess on January 10. Receipts for one-time purchases made to individual RRSP accounts during the first 60 days of 2018 will be mailed and posted online as contributions are processed.