Welcome to the new Mackenzie Institute

Your destination for the latest insights, analysis, tools and resources designed to help construct portfolios and build your business

What's New

E-Book PDF

Investor's Guide: Market volatility

Share this guide to help your clients see how markets have remained resilient despite short-term volatility.

 

Insight PDF

CERB: What your clients need to know

Jacqueline Power shares information on what your clients should know about the Canada Emergency Response Benefit.

White Paper PDF

The Looming Pension Crisis: Part 4

The Mackenzie Fixed Income team provides an updated analysis of US public pension plans since the COVID-19 outbreak.

Portfolio Performance

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Perspectives Article

Effective asset allocation with a single, low cost solution

Prerna Chandak looks at how single ticket ETF solutions are being used for diversification and risk management.

Insight PDF

The Symmetry Desk: 2020 US Presidential Election

Paul Taylor, Portfolio Manager, Mackenzie Multi-Asset Strategies Team shares an update on the US economic and market implications of the election.

White Paper PDF

Understanding context to uncover opportunity: Investing in China

Despite China's contribution to the global economy, its stock market contributes to less than 4% of the MSCI All Country World Index.

Insight PDF

Managing risk by finding ‘easier’ areas to invest in

The Mackenzie Bluewater Team outlines 4 industry characteristics that inform their investment approach.

Client Materials

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Insight PDF

Dividend investing: Tried and true, for a reason

Help your clients see why compounding dividends have historically supported long-term portfolio growth.

Insight PDF

2020 Tax Facts

A breakdown of combined federal and provincial marginal rates, by province for the tax year 2020.

Infographic PDF

The new retirement reality

Share our new infographic that helps illustrate a new approach for retirement planning.

Insight PDF

Invest for the long term

See how long-term investors have seen their portfolios bounce back following sharp declines.

Business Building

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Building Your Business

In this section you can find toolkits to help you understand business-building strategies and implement them into your own practice.

Building Client Relationships

Your business relies on communicating and building trust with your clients. In this section you will find toolkits to help you build strong relationships with clients through any stage of life.

Building Yourself

Whether you're leading a team or your clients, it's important to build the skills necessary to create an impact. In this section you will find the tools to build your leadership skills.

Education

Mackenzie's Continuing Education Centre

Your source for continuing education credits.

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Tools and Resources

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Harness the power of Precision Analytics

Canada’s universe of mutual funds and ETFs can be overwhelming. Precision Analytics’ unbiased insights and analysis empower you build portfolios with confidence.

Retirement Illustrator Tool

Use this illustrator to show your clients how combining portfolio building blocks can help to provide the income, growth and risk mitigation they are looking for.

Mackenzie Express

Discover the current issue of Express, including the latest fund performance, key insights and economic reports.

Events

Mackenzie Events

Browse our selection of live and on-demand webcasts and other events.

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