Advisor Toolkit | Mackenzie Investments

Advisor Toolkit

This RRSP Season is Different

Why? Because advisors have a great opportunity to talk to clients about the enhanced reporting of portfolio performance and the fees they pay.

Transparent and clear conversations with clients have always been critical for sustaining strong relationships, and there’s no better time than RRSP season to show clients the value of advice.

Give clients a clear picture of the true value of advice – explore our Top Questions and Value Calculator, along with other tools and resources.

Mackenzie’s Larry Distillio explains why this is an RRSP season with a difference.

The Tools

Value Calculator

Show your service. Show the true value of your advice. Use Mackenzie’s online tool to highlight specific services you deliver to each client or client type, plus the time you devote to providing these services. Mackenzie’s Value Calculator creates a report that you can use to prepare for client meetings, or share with a client to help explain costs identified on their statements. You can also use it to identify additional services that you could deliver to existing or new clients.

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Invest with confidence this RRSP season by choosing innovation, quality and performance.

Our equity and fixed income ETFs are designed to enhance diversification, improve risk management and seek improved risk-adjusted returns.

Our suite of proven balanced funds aims to deliver solid returns over time.

Distinctive ETFs. Proven Balanced Mutual Funds. Confident choices.

Mackenzie ETFs
Mackenzie Mutual Funds
Mackenzie Private Wealth Pools
Mackenzie Managed Assets

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investor. Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.