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

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2021 Mackenzie Orange Book

Our long-term Capital Market expectations and outlook.

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Monthly Market Matters Summary for January 2021

Monthly market highlights from Investment Strategists David Joyce & Justin Truong.

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The benefits of private equity replication

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

Portfolio Performance

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2020 Capital market year in review

Investment Strategist Brent Joyce shares his analysis on how markets performed last year.

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2021 Global Market Outlook

An update from Mackenzie Economists Todd Mattina & Jules Boudreau.

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Simple but not easy

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

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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.

Client Materials

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Why you need global dividends in your portfolio

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

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2020 year-end tax strategies you need to know

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

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2020 Tax Facts

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

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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

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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