Join us for our Spring 2021 Event Series

Events begin April 6, 2021

Upcoming Events

Learn more

Past Events

Learn more

Join our Mackenzie Exchange Spring 2021 Event Series to hear about our latest business building concepts, exciting new products and insights on trends that are driving markets. Starting on Tuesday April 6 this event series will run from April through June with regular webinars and workshops featuring interactive conversations with experts from across our firm. Stay tuned to this page for announcements on upcoming events.

Upcoming Events



The 2021 Federal Budget: What you need to know

Join us for the Mackenzie Investments 2021 Federal Budget Webinar. Mackenzie’s Chief Economist and Strategist, Todd Mattina, along with our Tax & Estate Planning team, will share their expert insights into the impacts that the budget could have on you and your clients.

Webinar on Tuesday, April 20 at 11am ET

Webinaire en français sur 20 avril à 13 h 30 (HE)


Retirement Rewired: Rethinking Retirement Workshops

Help your clients plan for their retirement by attending this interactive workshop that looks at the shifting demographics, how to generate income in a low yield environment and considerations around tax and estate planning.

Join us on Tuesday, April 27 at 1pm ET.

Webinaire en français sur 28 avril à 13 h (HE)



Enabling Canadians: Disability Planning Workshop

Many Canadians living with disabilities are not getting the financial help they need today, to ensure they are better-off tomorrow. Join our Tax Planning experts to learn how to help your clients plan for the long-term care and financial security of a loved one with a disability, or for their own needs in living with a disability.

Join us on Tuesday, May 4 at 1pm ET.

Webinaire en français sur 5 mai à 13 h (HE)



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.

Join us on Tuesday, June 8 at 1pm ET.

Webinaire en français sur 9 juin à 13 h (HE)

Past Events

Watch re-plays of webinars and download summaries of previous Mackenzie Exchange events.


Sustainable Investing: Building portfolios towards a cleaner future

Our 2021 Spring Event Series kicks off with an introduction to two of our new funds: The Mackenzie Greenchip Global Balanced Fund and Mackenzie Global Sustainable Bond Fund. During this live webinar you will hear from lead portfolio managers of the new funds.

April 6, 2021 at 1pm ET.


Small-Mid Cap Equities: Think small for big opportunities


Phil Taller, MBA, CFA

Senior Vice President, Head of the

Mackenzie Growth Team,

March 16, 2021 at 1:00pm ET


China: Huge, yet under-owned and simply too big to ignore

Marcus Jiang, IMC, CFA


China Asset Management Co., Ltd. 

March 09, 2021 at 1:00pm ET


Canada: Opportunities beyond banks and energy with sustainable growth investing.


Dina DeGeer, MBA, CFA

SVP, Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team

March 02, 2021 at 1:00pm ET


Retirement Income: Rewired solutions to meet today’s investment challenges


Nelson Arruda, MFin., MSc., CFA
SVP, Portfolio Manager, Team Co-Lead

Mackenzie Multi-Asset Strategies Team

February 23, 2021 at 1:00pm ET


Sustainable Investing: The great energy transition and how it can help your portfolios


John Cook, CIM

Senior Vice President, Portfolio Manager

Greenchip Investment Team

February 16, 2021 at 1:00pm ET


US Equities: Identifying durable American innovators and disruptors


Richard Bodzy

Portfolio Manager

Putnam Investments Inc.

Gregory McCullough, CFA

Portfolio Manager, Analyst

Putnam Investments Inc.

February 09, 2021 at 1:00pm ET


Global Dividends: Staying disciplined in the search for growth and yield


Darren McKiernan, CFA

SVP, Portfolio Manager

Mackenzie Global Equity & Income Team

February 02, 2021 at 1:00pm ET


Fixed Income: How to get the most out of fixed income in a low-yield environment


Steve Locke, MBA, CFA

SVP, CIO of Fixed Income and Multi-Asset Strategies.


January 26, 2021 at 1:00pm ET


Global Growth: Investing beyond the hype of high-flying stocks


David Arpin, MA, MFA

SVP. Portfolio Manager, Team Co-Lead

Mackenzie Bluewater Team


January 19, 2021 at 1:00pm ET