Dealer Relations Communications | Mackenzie Investments

Dealer Relations Communications

Dealer Relations Communications

September 2019

Upcoming Fund Events at Mackenzie Investments

We would like to provide you with information on upcoming fund events, some of which are included in the Mackenzie Investments Mutual Funds Simplified Prospectus renewal that we expect will be receipted in the next few days.

Reminder: Mackenzie to cap four Corporate Class funds

Earlier this month, you received a communication to let you know the following four funds would be capped to new investments.

Mackenzie to cap four Corporate Class funds

Mackenzie will be capping all series of the following four funds to new investments.


August 2019

Continuing our commitment to competitive pricing

At Mackenzie Investments, we're continuing our commitment to deliver greater value to investors through competitive, simplified and accessible pricing.


July 2019

Introducing the Mackenzie Emerging Markets Bond Index ETF (CAD-Hedged)

This ETF offers access to a diverse range of bonds from emerging markets and can help to broaden investors’ asset mix and increase yield potential.

Streamlining and strengthening our product shelf

Earlier this year, Mackenzie Investments announced proposed fund mergers and other changes to make its product shelf easier to navigate. Investors have now voted to approve these changes and the following fund mergers will take place on or about August 16, 2019.


June 2019

Risk rating changes to Mackenzie mutual funds and ETFs

Risk rating changes to Mackenzie mutual funds and ETFs On June 25, we announced changes to the risk ratings of a number of Mackenzie mutual funds and ETFs, effective June 28, 2019.

REMINDER: Upcoming changes to handling for EPA eligible transactions

As we communicated earlier this year, Mackenzie will no longer review documents submitted for EPA-eligible trades to confirm settlement method, starting July 2, 2019.

Changes to streamline and strengthen our product shelf

Mackenzie Investments has proposed the following fund mergers and fund investment objectives change


March 2019

Preferred Pricing Service now available for RDSPs

As part of our commitment to automatically switch investors into the lowest fee series for which they qualify, we are extending our Preferred Pricing Service to Registered Disability Savings Plans (RDSPs).


February 2019

Mackenzie expands its line-up of alternative mutual funds

With last year's launch of Mackenzie Multi-Strategy Absolute Return Fund, we provided Canadian retail investors with first-time access to alternative investments within a conventional mutual fund.


January 2019

Launching soon…Mackenzie Global Growth Balanced Fund

On January 31, 2019, we will launch the Mackenzie Global Growth Balanced Fund, a new growth-oriented global balanced fund designed to offer investors stronger geographic diversification and enhanced return potential.

Streamlining and strengthening our product shelf

Mackenzie Investments is making its product shelf easier for investors to navigate by merging two mutual funds.


October 2018

Mackenzie announces product enhancements

With our prospectus renewal on Friday, September 28, we are enhancing our product   offerings to make it easier to navigate our product shelf.

Canada Post service interruption announcement

Canada Post has announced the commencement of rotational strikes as of midnight on Monday, October 22. Due to mailing delays, please note we will be implementing business continuity plans to minimize the impact to you.


September 2018

Counsel Portfolio Services launches new IPC Portfolios

On September 13, Counsel Portfolio Services Inc. will launch three portfolios branded as "IPC Essentials".

Preparation in the event of a Canada Post service interruption

Mackenzie announces how it is preparing for the potential mail stoppage that could start as soon as September 30, 2018.


June 2018

Mackenzie expands product shelf

Effective June 1, we will be expanding our product shelf with additional series (O and F) and fixed rate distribution series (F6 and F8) for existing funds. We will also be launching the Mackenzie Emerging Markets Fund effective June 5.

Mackenzie to streamline mutual fund lineup

Effective July 6, the Mackenzie Canadian All Cap Balanced Fund, Mackenzie Canadian Money Market Class and Mackenzie Cundill Recovery Fund will be terminated and merged with other funds.

Mackenzie to streamline mutual fund lineup

Effective July 6, thirteen Mackenzie funds will be terminated and merged with continuing funds.


May 2018

Pricing and Product enhancements

Effective June 1, we will implement series re-designations and fee reductions to our fee-based and Private Wealth series.

Pricing and Product enhancements

Effective June 1, we will implement series re-designations and fee reductions to our fee-based and Private Wealth series.

Mackenzie Investments to launch absolute return alternative mutual fund for investors

On May 23, we will launch the Mackenzie Multi-Strategy Absolute Return Fund, an innovative solution that seeks a positive total return over a market cycle and offers the potential for a lower volatility experience by using a modern, multi-strategy approach.

Mackenzie expands RDSP shelf

Effective May 9, 2018, Mackenzie will be making the funds available in Series AR. These five funds include equity, growth and short term income funds. 


March 2018

Counsel announces the mergers of two Portfolio

Effective on or about March 23, 2018, Counsel Portfolio Services will terminate and merge the Counsel Income Managed Portfolio and Counsel World Managed Portfolio.


February 2018

Private Wealth Counsel – 2018 Dealer update

Effective February 2018, Mackenzie launches additional changes in its continuing effort to update and modify Mackenzie PWC's Portfolio Architecture Service ("PAS") and Open Architecture Service ("OAS") documentation, processes and procedures.  


January 2018

Mackenzie launches new ETF Portfolios

On January 29, 2018, Mackenzie will be launching 5 new ETF portfolios, a one-ticket solution that combines Mackenzie's active, strategic beta and traditional index ETFs in a multi-asset mutual fund structure.

Mackenzie launches new index ETFs

On January 24, 2018, Mackenzie will be launching new index ETFs that provide pure market exposure to a range of asset classes and include both equity and fixed income.

Mackenzie launches new index ETFs

On January 29, 2018, Mackenzie will be launching the following new index ETFs.

Industry News

Whitepaper – Reducing Cheques in the Investment Funds Industry

Download the whitepaper to learn more about Mackenzie’s efforts to move to electronic payments.


Adopting E-signatures in the Mutual Fund Industry

An E-signature is a digital signature or symbol that many industries are using to replace wet signatures on contracts, banking documents, and many more. The functionality of submitting an e-signature has been around for some time. Around the world, countries have drafted laws providing guidance on the use of electronic signatures. These measures, once implemented, have helped develop efficiencies, saved time and reduced paper use.