Mackenzie Events | Mackenzie Investments

Mackenzie Events

To qualify for Continuing Education (CE) credits, please register by clicking on the Webcast topic.

Mackenzie 2019 Due Diligence – Better Together

We know how important it is for you to gain insights and share your views with those who are managing money on behalf of your clients.

Learn more about Mackenzie Investments' 2019 Due Diligence events.

Federal Budget 2019

  • Frank Di Pietro, Assistant Vice President, Tax & Estate Planning
  • Rebecca Cicco, Director, Tax & Estate Planning
  • Alex Bellefleur, Chief Economist and Strategist, Mackenzie Multi-Asset Strategies Team

March 19, 2018

Market Outlook: January 2019

  • Alex Bellefleur, M.Econ., CFA, Chief Economist and Strategist Mackenzie Multi-Asset Strategies Team
  • Steve Locke, MBA, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Fixed Income Team
  • Dina DeGeer, MBA, CFA, Head of Mackenzie Bluewater Team
  • Phil Taller, CFA, Head of the Mackenzie Growth Team
  • Darren McKiernan, CFA, Head of the Mackenzie Global Equity & Income Team

December 2018

Elevating Core Positions with Liquid Alternatives Webcast

  • Alain Bergeron, CFA, Senior Vice President, Leading Portfolio Manager, Head of Mackenzie Asset Allocation Team
  • Nelson Arruda, CFA, Vice President, Portfolio Manager, Head of Mackenzie Asset Allocation Team
  • Steve Locke, MBA, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Fixed Income Team
  • Richard Weed, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Systematic Strategies Team

June 20, 2018

Federal Budget 2018

  • Frank Di Pietro, Assistant Vice President, Tax & Estate Planning
  • Rebecca Cicco, Director, Tax & Estate Planning
  • Todd Mattina, Chief Economist and Strategist, Mackenzie Asset Allocation Team

February 28, 2018

Mackenzie ETF Portfolios Webcast

  • Anthony Chouinard, Vice President, ETFs
  • Allan Seychuk, Senior Investment Director, Asset Allocation
  • Damon Murchison, Executive Vice President, Head of Retail Distribution

February 21, 2018

Invest with Impact Webcast

  • Steve Locke, Senior Vice President, Portfolio Manager, Head of Mackenzie Fixed Income Team
  • Jimmy Chang, Chief Investment Strategist, Senior Portfolio Manager and Managing Director, Rockefeller & Co.
  • Damon Murchison, Senior Vice President, Head of Retail Distribution

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 0.75 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Product Knowledge
  • Chambre de la sécurité financière (CSF) – 1 in Group Savings Plan Brokerage
  • Alberta Insurance Council (AIC) – 0.50 Life (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation.)

November 15, 2017

Time for a New Income Approach

  • Steve Locke, Senior Vice President, Portfolio Manager, Head of Mackenzie Fixed Income Team
  • Damon Murchison, Senior Vice President, Head of Retail Distribution

CE credits have been approved by the following associations:

  • The Institute for Advanced Financial Education (IAFE) (formerly Advocis) – 1.00 CE
  • Investment Industry Regulatory Organization of Canada (IIROC) – 0.75 PD
  • Financial Planning Standards Council (FPSC) – 1.00 Product Knowledge
  • Chambre de la sécurité financière (CSF) – 1 PDU General Subject
  • Alberta Insurance Council (AIC) – 1.00 Life (Please note: CE credits for AIC will only be offered to Registrants who attend the live presentation.)

May 17, 2017

Succession Planning Involving Real Estate

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

Planning for people with disabilities

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

Fee-based Roadmap

  • Larry Distillio, Assistant Vice President, Practice Management

Mastering Your Referral Process

  • Larry Distillio, Assistant Vice President, Practice Management

Severance Planning

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

Pension Income Splitting

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

Pension Income Splitting

  • Larry Distillio, Assistant Vice President, Practice Management

Americans in Canada

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

The Consistent Approach of Mackenzie Ivy Style

  • Paul Musson, Portfolio Manager, Head of Mackenzie Ivy Team
  • Matt Moody, Portfolio Manager
  • James Morrison, Associate Portfolio Manager