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.
Mackenzie Investments today announced that Ashley Misquitta has joined the firm as Vice President, Investment Management and Lead Portfolio Manager, Mackenzie US Growth Class.
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.
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.
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.
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.
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.
Effective on or about September 15, 2014, Mackenzie US Large Cap Growth Fund will be managed by Putnam Investments.
On August 14, 2014, Alain Bergeron, Lead of the Mackenzie Asset Allocation Team, will assume responsibility for asset allocation in eight balanced funds.
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.
Beginning April 1, 2014, all client trade confirmations will be available on AdvisorAccess only – our secure internet site for account information and reporting.
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.
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.
Mackenzie Investments is pleased to announce that on February 10, 2014, Brian Gooding will join the firm as Executive Vice President, Head of Distribution.