Mackenzie Webcasts | Mackenzie Investments

Mackenzie Webcasts

To qualify for Continuing Education (CE) credits, please register by clicking on the Webcast topic.


Federal Budget 2017: What You Need to Know

  • Frank Di Pietro, Assistant Vice President, Tax & Estate Planning
  • Curtis Davis, Director, Tax & Estate Planning
  • Todd Mattina, Chief Economist and Strategist on the Mackenzie Asset Allocation Team

March 23, 2017

Incorporate Charitable Giving into Your Business

  • Frank Di Pietro, Assistant Vice President, Tax & Estate Planning

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (Formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 0.75 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Financial Planning
  • Chambre de la sécurité financière (CSF) – 1 PDU General Subject
  • Alberta Insurance Council (AIC) – 0.50 Life (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation.)

November 15, 2016

All in the Family: Bridging the Gap Between Generations

  • Larry Distillio, Assistant Vice President, Practice Management

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (Formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 1.00 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Financial Planning
  • Chambre de la sécurité financière (CSF) – 1 General Subject
  • Alberta Insurance Council (AIC) – 1.00 Life (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation.)

October 18, 2016

Unlock the Potential of High Net Worth Canadians

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy
  • Curtis Davis, Director, Tax & Estate Planning

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (Formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 0.75 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Product Knowledge
  • Chambre de la sécurité financière (CSF) – 1 General Subject
  • Alberta Insurance Council (AIC) – 0.50 Life (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation.)

September 13, 2016

Beyond Traditional Diversification

  • Francis Verpoucke, Managing Director, TOBAM
  • Damon Murchison, Senior Vice President, Head of Retail Distribution, Mackenzie Investments
  • Stacey Steinberg, Vice President, Exchange Traded Funds, Mackenzie Investments

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (Formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 0.75 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Product Knowledge
  • Chambre de la sécurité financière (CSF) – 1 in Compliance

August 17, 2016

Diversification Redefined: The Webcast

  • Yves Choueifaty, President and CIO of TOBAM
  • Damon Murchison, Senior Vice President, Head of Retail Distribution
  • Allan Seychuk, Vice President and Senior Investment Director, Asset Allocation

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (Formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 0.75 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Product Knowledge
  • Chambre de la sécurité financière (CSF) – 1 Group Savings Plan Brokerage

July 6, 2016

Tax and Estate Planning for Persons with Disabilities

  • Frank Di Pietro, Assistant Vice President, Tax & Estate Planning
  • Jacqueline Power, Director, Tax & Estate Planning

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (Formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 0.75 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Financial Planning
  • Chambre de la sécurité financière (CSF) – 1 Group Savings Plan Brokerage
  • Institut québecois de planification financière (IQPF) – 1 PDU
  • Alberta Insurance Council (AIC) – 1.00 Life (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation.)

June 7, 2016

Investing with Active ETFs

  • Steve Locke, Senior Vice President, Portfolio Manager, Lead of Mackenzie Fixed Income Team

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (Formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 0.75 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Product Knowledge
  • Chambre de la sécurité financière (CSF) – 1 Group Savings Plan Brokerage
  • Alberta Insurance Council (AIC) – 0.50 Life (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation.)

April 27, 2016