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Boutique mindset,
backed by a Powerhouse

Our Approach

Our firm’s optimal size and nimbleness allows us to provide customized solutions, through a boutique structure and investment philosophy, while benefiting from the financial stability of a leading global diversified management and holding company.

Customized Solutions

We think beyond products. Our consultative approach allows us to develop customized and innovative solutions for clients, delivering an exceptional level of personalized service.

Boutique Structure & Distinct Investment Philosophies

Our firm's autonomous boutique structure allows each investment team to have their expertise and views fully reflected in their portfolios, identifying and encouraging each team’s performance edge. 

Backed by the Strength of a Powerhouse

Our firm benefits from the financial stability of a global diversified management and holding company, while maintaining an entrepreneurial culture and independent thinking.

Featured Insights

Global Equities: The Case for Compounders

This paper takes a closer look at what makes a compounder company and why these businesses may be a good fit for institutional investors who require durable alpha over longer time horizons.

Enhancing Return and Reducing Risk with Currency Hedging

This paper considers different approaches to managing foreign currency exposure and outlines Mackenzie Multi-Asset Strategies Team's investment philosophy.

Featured Strategies

Emerging Markets All Cap Equity

We seek to provide long-term capital appreciation by applying a quantitative, bottom-up stock selection investment process, based on fundamental insights, to a broad emerging market universe.

Power Pacific China A-Shares

Power Pacific implements a long-term, fundamentals-based strategy focused on China’s public equity markets. Power Pacific's focus is on business sustainability over the long term. Power Pacific believes its edge is its private-equity approach to public markets investing: long-term time horizon, concentrated portfolio, forensic due diligence, and emphasis on corporate citizenship and good governance.

Advisor Tools & Calculators


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Access Precision to research and compare Canadian mutual funds and ETFs and build client portfolios.

Investment Calculators

Browse a range of investor calculators that can be added to your website.

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Mackenzie Investments’ InfoMack Financial Planning Program is a suite of tools aimed at helping you illustrate a variety of financial planning concepts to your clients.

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Charitable Giving Tax Credit Calculator

Discover the impact a charitable donation can have on taxes.

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