Join us for our fall event series.

Over 35 live webinars & workshops designed to take your knowledge and business to the next level.

Performance
Event Series

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Client Engagement
Event Series

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Business Building
Event Series

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Performance Event Series

Client Engagement Event Series

client

Business Building Event Series

Over 35 live events to help with your portfolio, enhance client engagement and build your business.

This fall the Mackenzie Exchange will be bringing our portfolio managers, thought leaders and practice management experts for a series of live webinars and workshops to take your knowledge and business to the next level. These regional interactive events will feature a diverse set of experts from across our firm sharing their latest insights on markets, retirement planning and more.

We are also pleased to present a special keynote webcast on the upcoming U.S election featuring former white house speech writer, author and journalist David Frum who will be providing his analysis of the current political landscape leading up to the election.

Note: Although these events are organized by region, feel free to select the sessions that best fit your schedule as needed.

Performance Event Series

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Mackenzie Portfolio Manager Insights on Global Equities

2020 has been defined by volatile markets and unpredictable headlines. Hear from a diverse range of our investment management professionals from across our firm as they share their insights on global macro trends, the economy and global equity markets.

The live event series is now complete.

Featured Speakers Include

Dina DeGeer Co-Lead Portfolio Manager  Mackenzie Bluewater Team

Dina DeGeer

Co-Lead Portfolio Manager

Mackenzie Bluewater Team

David Aprin Co-Lead Portfolio Manager  Mackenzie Bluewater Team

David Arpin

Co-Lead Portfolio Manager

Mackenzie Bluewater Team

Jyotsana Wadera Senior Investment Director, Putnam Investments

Jyotsana Wadera

Senior Investment Director

Putnam Investments

Phil Taller SVP, Portfolio Manager,  Mackenzie Growth Team

Phil Taller

SVP, Portfolio Manager,

Mackenzie Growth Team

Darren McKiernan SVP, Portfolio Manager  Mackenzie Global Equity & Income Team

Darren McKiernan

SVP, Portfolio Manager

Mackenzie Global Equity & Income Team

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Mackenzie ETF experts: capitalizing on ETF growth

The ETF market in Canada continues to show unprecedented growth due to the demand from investors. Get the latest insights from our ETF experts as they discuss the current state of the ETF market, product evolution and global macro outlook.

Featured Speakers Include

Michael Cooke Senior Vice President & Head of ETFs

Michael Cooke

Senior Vice President

& Head of ETFs

Stacey Steinberg Vice President of ETF Strategy

Stacey Steinberg

Vice President

ETF Strategist

Anthony Chouinard Vice President, ETF Strategist

Antony Chouinard

Vice President

ETF Strategist

For Advisors in Quebec (Presented in French)

Tuesday Sept 22
11:00am-12:00pm ET

For Advisors in Ontario & Manitoba

Wednesday Sept 23
11:00am-12:00pm ET

For Advisors in B.C, Alberta & Saskatchewan

Wednesday Sept 23
10:00am-11:00am PT

For Advisors in B.C, Alberta & Saskatchewan

Wednesday Oct 7
10:00am-11:00am PT

For Advisors in Atlantic Provinces

Wednesday Oct 14
9:00am-10:00pm AT

For Advisors in Ontario & Manitoba

Wednesday Oct 14
11:00am-12:00pm ET

US Election Outlook & Recap

The upcoming US election is on the mind of many investors and the outcome of the election will have implication for global markets. Join us as special guest speakers David Frum and John Parisella share their insights leading up to the US election and a special live session with Mackenzie’s experts following the election.

US Election Outlook: Live with David Frum

October 13
4:00 p.m. ET

US Election Outlook: Live with John Parisella (Presented in French)

October 13
4:00 p.m. ET

US Election Recap: Live with Mackenzie Experts

November 4
11:00am ET

Client Engagement Event Series

Retirement Rewired: Rethinking Retirement Workshops

Many Canadians are not properly prepared for the retirement they envision. Help your clients plan for their retirement by attending an interactive workshop that looks at the shifting demographics, how to generate income in a low yield environment and considerations around tax and estate planning. 

Featured Speakers Include

Michael Evans  Vice President of National Sales

Michael Evans

Vice President,

National Sales Initiatives

Allan Seychuk Senior Investment Director  Multi-Asset Strategies Team

Allan Seychuk

Vice President, Senior Investment Director,

Alternative Investments 

Frank Di Pietro Director Tax & Estate Planning

Frank Di Pietro

Assistant Vice President

Tax & Estate Planning

For Advisors in Ontario & Manitoba

Wednesday Oct 7
1:00pm-3:00pm ET

For Advisors in Ontario & Manitoba

Thursday Oct 8
9:00am-11:00am ET

For Advisors in Quebec (Presented in French)

Thursday Oct 8
9:00am-11:00am ET

For Advisors in Atlantic Provinces

Friday Oct 9
9:00am-11:00am AT

For Advisors in Western Provinces

Wednesday Oct 14
9:00am-11:00am PT

For Advisors in B.C., Alberta & Saskatchewan

Thursday Oct 15
9:00am-11:00am PT

Giving Back Made Easy: Charitable Giving Workshop

At Mackenzie we have always believed growing assets and building wealth goes hand in hand with giving back. Learn more about the role you can play in helping your clients support the causes that are important to them by hearing from our key experts and charitable partners. 

Featured Speakers Include

Barry McInerney  President & CEO Mackenzie Investments

Barry McInerney

 President & CEO Mackenzie Investments

Carol Bezaire Vice President Tax & Estate Planning

Carol Bezaire

Vice President
Tax & Estate Planning

Michael Evans  Vice President of National Sales

Michael Evans

Vice President, 

National Sales Initiatives

For Advisors in Manitoba

Monday Nov 16
9:00am – 11:00 am CT

For Advisors in Ontario

Tuesday Nov 17
9:00am-11:00am ET

For Advisors In B.C.

Tuesday Nov 17
9:00am-11:00am PT

For Advisors In Quebec (Presented in French)

Wednesday Nov 18
9:00Am-11:00Am ET

For Advisors in Ontario

Wednesday Nov 18
1:00pm-3:00pm ET

For Advisors in Alberta, Saskatchewan & Manitoba

Thursday Nov 19
9:00am-11:00am MT

For Advisors in Quebec (Presented in French)

Thursday Nov 19
1:00-3:00pm ET

For Advisors in Atlantic Provinces

Friday Nov 20
9:00am-11:00am AT

Business Building Event Series

Educational Accredited Courses to Grow Your Knowledge

As your trusted partner we are dedicated to helping you build your business and broaden your skillset. During these three-day seminars you will be able to select from a series of accredited courses hosted by our practice management experts where you earn CE credits.

Day 1 Course Bundles

Morning Session
Market Outlook + Growing your business in a virtual world

Afternoon Session
Portfolio Construction - the future of 60/40 + Tutor on Volatility

Day 2 Course Bundles

Morning Session
Update on regulatory reforms + Understanding Alternatives + Advisors are Social

Afternoon Session
Severance planning and commuting a pension + Disability planning

Day 3 Course Bundles

Morning Session
Taxation of ETFs + Making your business credible in the SRI world

Afternoon Session
Taxation and residential real estate + Trust and estate for the affluent

For Advisors in Ontario, Manitoba & Atlantic Provinces

Oct 20 – 22
Daily
10:00 am – 12:00 pm ET
&
1:00 pm – 3:00 pm ET

Daily
11:00 am – 1:00 pm AT
&
2:00 pm – 4:00 pm AT

For Advisors in Western Provinces

Oct 27 – 29
Daily
10:00 am – 12:00 pm PT
&
1:00 pm – 3:00 pm PT

For Advisors In Quebec (Presented in French)

Nov 3 - 6
Daily
10:00 am – 12:00 pm ET
&
1:00 pm – 3:00 pm ET

For Advisors in Ontario, Manitoba & Atlantic:

Nov 10 - 12
Daily
10:00 am – 12:00 pm AT
&
1:00 pm – 3:00pm AT

9:00 am – 11:00 am ET
&
12:00 pm – 2:00 pm ET