The most recent Client Focused Reforms came into effect December 31, 2021, with the aim of improving the client/advisor relationship and ensuring client interests always come first. Are you ready? Watch as Rhonda Goldberg, Mackenzie’s EVP and General Counsel unpacks what you need to know about these reforms. And, hear more from Alfredo Di Costa, our Director, Practice Management, about the tools and resources available to support your transition.
Helping you know your Mackenzie product
At Mackenzie we're on a mission to create a more invested world. Part of this focus means continuing to make investments easier to understand and helping you navigate KYP requirements through expert insights, digital tools, education hubs and learning events.
Helping you stay at the forefront of our industry, keeping you informed and educated so you can continue to demonstrate what the true value of advice can bring to all Canadians.
This page is intended for informational purposes only to assist advisors with relevant know-your-product (“KYP”) information relating to Mackenzie Funds and is not exhaustive of any KYP information that may be required under securities laws. For a summary of the risks of an investment in a particular Mackenzie Fund, please see the specific risks set out in the Fund's prospectus. Advisors are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for their clients, based on their investment objectives and personal and financial situation.