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Mackenzie Investments announces 2014 distribution estimates for its Trust Funds

Trust Funds managed by Mackenzie Investments will make year-end distributions during the period of December 24 to 31, 2014. Mackenzie Investments has prepared estimates of these distributions.

December 5, 2014 Bookmark the Web Page, Mackenzie Investments announces 2014 distribution estimates for its Trust Funds

Mackenzie Investments hires Portfolio Manager Ashley Misquitta to head Mackenzie US Growth Class

Mackenzie Investments today announced that Ashley Misquitta has joined the firm as Vice President, Investment Management and Lead Portfolio Manager, Mackenzie US Growth Class.

November 18, 2014 Bookmark the Web Page, Mackenzie Investments hires Portfolio Manager Ashley Misquitta to head Mackenzie US Growth Class

Changes to Corporate Class fixed income funds

Documents will be mailed to investors on November 17, 2014 to inform them of a special meeting to consider and vote on a proposal to merge two of our fixed income corporate class funds into comparable trust funds, subject to investor approval.

November 13, 2014 Bookmark the Web Page, Changes to Corporate Class fixed income funds

Mackenzie Precious Metals Class wins Lipper® Fund Award

At the 2014 Lipper® Fund Award ceremony, held November 5 in Toronto, Mackenzie Investments was recognized for outstanding fund performance. The Lipper® Fund Awards honour the top funds in each category that have delivered stronger and more consistent performance than their peers.

November 6, 2014 Bookmark the Web Page, Mackenzie Precious Metals Class wins Lipper Fund Award

Mackenzie Cundill Emerging Markets Class – Investor proxy mailing

Documents will be mailed to investors to inform them of a special meeting on November 19, 2014 to consider and vote on a proposal to change the investment objectives of the Mackenzie Cundill Emerging Markets Class.

October 28, 2014 Bookmark the Web Page, Mackenzie Cundill Emerging Markets Class – Investor proxy mailing

October volatility: Insights from the Mackenzie Fixed Income and Equity teams

On October 16, Mackenzie Investments discussed recent volatility with a number of our portfolio managers to provide perspective on the current investment environment. What happened, what are we watching, and where do we go from here?
October 20, 2014 Bookmark the Web Page, October volatility

Mackenzie Investments simplifies and enhances competitiveness of pricing

Mackenzie Investments announced that it was enhancing its approach to the retail pricing of its mutual funds. The company has aligned management fees within the income and balanced asset class categories, resulting in fee reductions to 13 mutual funds.

October 8, 2014 Bookmark the Web Page, Mackenzie Investments simplifies and enhances competitiveness of pricing

Notice to advisors with clients in PACs

Beginning June 13, 2014, any of your clients who enroll in a new Pre-Authorized Contribution (PAC) plan will receive a letter from Mackenzie Investments, notifying them of their rights and how they can obtain updated versions of the Fund Facts for the funds they have invested in.

July 14, 2014 Bookmark the Web Page, Notice to advisors with clients in PACs

Strengthening management of balanced funds and other fund changes

On August 14, 2014, Alain Bergeron, Lead of the Mackenzie Asset Allocation Team, will assume responsibility for asset allocation in eight balanced funds.

June 19, 2014 Bookmark the Web Page, Strengthening management of balanced funds and other fund changes

Sub-advisor change to Mackenzie US Large Cap Growth Fund

Effective on or about September 15, 2014, Mackenzie US Large Cap Growth Fund will be managed by Putnam Investments.

June 19, 2014 Bookmark the Web Page, Sub-advisor change to Mackenzie US Large Cap Growth Fund

Michael Schnitman and Su McVey join Mackenzie Investments as SVP Product and SVP Marketing, respectively

Michael Schnitman and Su McVey join Mackenzie Investments as SVP Product and SVP Marketing, respectively.

May 16, 2014 Bookmark the Web Page, Executive Team Hires

Get trade confirms online at AdvisorAccess

Beginning April 1, 2014, all client trade confirmations will be available on AdvisorAccess only – our secure internet site for account information and reporting.

March 12, 2014 Bookmark the Web Page, Get trade confirms online at AdvisorAccess

2014 Budget Bulletin – What you need to know

The Federal Budget was tabled on February 11, 2014. This Budget made no changes to personal or corporate tax rates but covered a number of different areas that may have implications for many investors and their financial advisors.

February 12, 2014 Bookmark the Web Page, 2014 Budget Bulletin

New Low Load and One-Step DCA funds

To provide your clients with greater choice and more investment options, on January 28, 2014 we launched our new Low Load 2 purchase option and more One-Step Dollar Cost Averaging (DCA) funds.

January 28, 2014 Bookmark the Web Page, New Low Load and One-Step DCA funds

Brian Gooding joins Mackenzie Investments as EVP, Head of Distribution

Mackenzie Investments is pleased to announce that on February 10, 2014, Brian Gooding will join the firm as Executive Vice President, Head of Distribution.

January 22, 2014 Bookmark the Web Page, Brian Gooding joins Mackenzie Investments