Tools & Resources

Power your practice with our free online tools designed for advisors.

Drive success with our free online tools like the Precision Analytics platform and calculators designed for advisors. Access resources including the monthly Mackenzie Express, applications and forms.

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

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.

Advisor Tools and Calculators

Explore our suite of free tools and calculators to help illustrate portfolio performance, financial planning concepts and more.

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Express

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

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Applications and Forms

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Use the applications and forms below to open new Mackenzie Investments accounts, transfer assets from other institutions and other tasks.