Mackenzie Webcasts | Mackenzie Investments

Mackenzie Webcasts

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


Market Outlook: January 2019

  • Alex Bellefleur, M.Econ., CFA, Chief Economist and Strategist Mackenzie Multi-Asset Strategies Team
  • Steve Locke, MBA, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Fixed Income Team
  • Dina DeGeer, MBA, CFA, Head of Mackenzie Bluewater Team
  • Phil Taller, CFA, Head of the Mackenzie Growth Team
  • Darren McKiernan, CFA, Head of the Mackenzie Global Equity & Income Team

CE credits are subject to approval from the following associations:

  • The Institute for Advanced Financial Education (IAFE) (formerly Advocis)
  • Investment Industry Regulatory Organization of Canada (IIROC)
  • Financial Planning Standards Council (FPSC)
  • Chambre de la sécurité financière (CSF)
  • Institut québecois de planification financière (IQPF)
  • Alberta Insurance Council (AIC) (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation)
  • CE Credits are issued on a per participant basis. Individual registration is required.
  • To earn CE credits, you must watch the entire webcast, including the Q&A session.

Pending approval, CE Certificates are automatically emailed to you, and may take up to 60 days.

December 2018

Elevating Core Positions with Liquid Alternatives Webcast

  • Alain Bergeron, CFA, Senior Vice President, Leading Portfolio Manager, Head of Mackenzie Asset Allocation Team
  • Nelson Arruda, CFA, Vice President, Portfolio Manager, Head of Mackenzie Asset Allocation Team
  • Steve Locke, MBA, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Fixed Income Team
  • Richard Weed, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Systematic Strategies Team

• CE credits are subject to approval from the following associations:

  • The Institute for Advanced Financial Education (IAFE) (formerly Advocis)
  • Investment Industry Regulatory Organization of Canada (IIROC)
  • Financial Planning Standards Council (FPSC)
  • Chambre de la sécurité financière (CSF)
  • Institut québecois de planification financière (IQPF)
  • Alberta Insurance Council (AIC) (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation)

Pending approval, CE Certificates are automatically emailed to you, and may take up to 60 days.

June 20, 2018

Federal Budget 2018

  • Frank Di Pietro, Assistant Vice President, Tax & Estate Planning
  • Rebecca Cicco, Director, Tax & Estate Planning
  • Todd Mattina, Chief Economist and Strategist, Mackenzie Asset Allocation 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) – 1.00 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Financial Planning
  • Chambre de la sécurité financière (CSF) – 1 PDU General Subject
  • Institut québecois de planification financière (IQPF) – 1 PDU SFPA
  • Alberta Insurance Council (AIC) – 1.00 Life (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation.)

February 28, 2018

Mackenzie ETF Portfolios Webcast

  • Anthony Chouinard, Vice President, ETFs
  • Allan Seychuk, Senior Investment Director, Asset Allocation
  • Damon Murchison, Executive Vice President, Head of Retail Distribution

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 PDU 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.)

February 21, 2018