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

Portfolio Performance

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Insight

2022 Outlook

2022 presents both challenges and opportunities for investors. Read key short- and long-term trends that might help shape the future of capital markets.

Insight PDf

2021 Mackenzie Orange Book

Our long-term Capital Market expectations and outlook.

Insight PDf

Simple but not easy

Ome Saidi looks at the Global Equity & Income Team’s investment process.

Whitepaper PDf

The benefits of private equity replication

This paper develops and then analyzes an approach to creating liquid private equity.

Client Materials

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Insight PDf

Why you need global dividends in your portfolio

See how the Mackenzie Global Dividend Fund can provide durable growth over time.

E-Book PDf

2020 year-end tax strategies you need to know

See how new and existing tax changes can effectively reduce your clients’ 2020 tax bill.

Insight PDf

2021 Tax Facts

A breakdown of combined federal and provincial marginal rates, by province for the tax year 2021.

Infographic PDf

The new retirement reality

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

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 Fund Profiles

Look up the latest version of fund profile pages for a wide range of investments.

Events

Mackenzie Events

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

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.