Mackenzie Events

Get the latest information on events, webinars and guest speakers presented by Mackenzie Investments.

Upcoming Events

In Person

Mackenzie Roadshow

Our cross-Canada event series is coming to a location near you.


November 2: Winnipeg

November 3: Vancouver

November 4: Edmonton

November 5: Calgary

November 9: Oakville

November 10: London

November 12: Saskatoon

November 16: Vaughan

November 17: Laval

November 18: Quebec City

November 24: Ottawa

November 26: Halifax

 

Registration coming soon. 

Past Events

  • 2026

    Webinar

    Navigating RESPs with ease

    A Registered Education Savings Plan (RESP) is a powerful way to help your clients save for a child’s future education. With the right planning, an RESP can help reduce, or even eliminate, the need for student debt in the future.

    The webinar will cover topics such as:

    • What an RESP is and the key benefits it offers your clients.
    • Opening an RESP and how to access available government grants and bonds.
    • How offering RESPs can deepen relationships, generate referrals and build a more durable book of business.
    • Reducing Not-In-Good-Order notifications by preventing common errors.

     

    July 8 at 1 p.m. ET

    Webinar

    Q2 Mackenzie Quarterly Call Series

    Your clients’ path to a brighter financial future starts with your expert advice. Stay informed with our upcoming quarterly call.

    You will receive timely market updates and hear directly from our FuturePath Portfolio Managers. They will share valuable insights and strategies designed to help you support your clients and build your business.

    June 16 at 1 p.m. ET

    Webinar

    Q1 Mackenzie Quarterly Call Series

    Your clients’ path to a brighter financial future starts with your expert advice. Stay informed with our upcoming quarterly call.

    You will receive timely market updates and hear directly from our FuturePath Portfolio Managers. They will share valuable insights and strategies designed to help you support your clients and build your business.

    March 10 at 1 p.m. ET

    Webinar

    Navigate AdvisorAccess and our website with confidence

    We’ve made signing in simpler. No more juggling multiple logins. Now, you can simply use your AdvisorAccess sign-in credentials for seamless access to all Mackenzie materials, tools and client accounts.

    Join Lauren Ford, District Vice President, Strategic Partnerships, for an informative webinar designed to help you navigate our website with confidence and get more value from AdvisorAccess.

    During this session, you will learn how to:

    • Navigate key areas of our website with ease.
    • Use AdvisorAccess through a step-by-step walkthrough.

    You will have the opportunity to submit your questions and get answers during a live Q&A session.
     

    January 26, at 2 p.m. ET

     

  • 2025

    Webinar

    Unlock the potential of RDSPs

    A Registered Disability Savings Plan is a powerful financial planning tool that can help provide financial security for Canadians living with disabilities — but they can be complicated. Mackenzie Investments can help make RDSPs easier for advisors to implement.

    Join Alyssa Mitha, AVP and Head of Trust, Estate and Disability Planning for Mackenzie’s Tax and Estate Team, and Dale James, Dealer Account Manager, as they provide guidance, insight and a simplified approach to integrating RDSPs into your practice.

    December 9, 1 p.m. ET

    Mackenzie Roadshow

    In Person

    2025 Mackenzie Roadshow

    In this time of profound change, new opportunities are limitless with the right partners by your side.

    Join us at the 2025 Mackenzie Roadshow, a dedicated event for Primerica representatives, where we’ll help you unlock your potential and pave the way forward. Discover how Mackenzie is redefining possibilities through:

    • Expert insights on today’s market outlook.
    • A deep dive into Mackenzie FuturePath Funds and Portfolios.
    • Essential tax and estate planning strategies.
    • Our ongoing investment in enhanced back-office support.


    Let us help you navigate the future with confidence and clarity. Your path is limitless.
     

    November 3-25, 2025

    Webinar

    Build your business with Group RRSPs

    A Group Registered Retirement Savings Plan (GRSP) is a powerful way to help business owners attract and retain talent. Providing GRSP services can help you attract new clients among small business owners, many of whom are high-net-worth prospects. This webinar will cover topics such as:

    ✓  Understanding the process of setting up a GRSP.

    ✓  Exploring best practices for administration.

    ✓  Reducing Not-In-Good-Order (NIGO) notifications by preventing common errors


    September 23 at 1:00 p.m. EST

    Webinar

    Q3 Mackenzie Quarterly Call Series

    Your clients’ path to a brighter financial future starts with expert advice. To help you stay informed, please join us on our upcoming Quarterly Call. Not only will we provide timely market updates, but you’ll also hear directly from FuturePath Portfolio Managers. They will share valuable insights and strategies so you can continue to support your clients and build your business.
     

    September 9 at 1 p.m. ET

    Webinar

    Q2 Mackenzie Quarterly Call Series

    Your clients’ path to a brighter financial future starts with expert advice. To help you stay informed, please join us on our upcoming Quarterly Call. Not only will we provide timely market updates, but you’ll also hear directly from FuturePath Portfolio Managers. They will share valuable insights and strategies so you can continue to support your clients and build your business.

    June 17 at 1 p.m. ET

    Webinar

    Navigating RESPs with ease

    A Registered Education Savings Plan (RESP) is a powerful way to help your clients secure the financial independence of their children. In fact, it can reduce or even eliminate the need for student debt in the future.

    Join us on June 3 at 1:00 p.m. EST, for a webinar on RESP, featuring Dale James. The webinar will cover topics such as:

    • Understanding the process of opening an RESP.
    • Exploring how to access government grants and bonds to enhance savings.
    • Reducing Not-In-Good-Order notifications by preventing common errors.

    Build your business and help your clients save more for their children’s education with tax-free savings growth and additional money from government grants and bonds. 

    Webinar

    Insights into tariffs and markets

    On April 2, the US enacted tariffs on virtually every country. The market reaction has been swift, with equities around the world in steep decline.

    To support our valued partners at Primerica through this period, the investment leaders at Mackenzie will provide their macroeconomic and market perspectives.

    April 8 at 4 p.m. ET

    Webinar

    Q1 Mackenzie Quarterly Call Series

    Your clients’ path to a brighter financial future starts with expert advice. To help you stay informed, please join us on our upcoming Quarterly Call. Not only will we provide timely market updates, but you’ll also hear directly from FuturePath Portfolio Managers. They will share valuable insights and strategies so you can continue to support your clients and build your business.

    March 4 at 1 p.m. ET

    Webinar

    Investing in durable US growth themes

    Mackenzie is proud to announce the launch of Mackenzie FuturePath US All Cap Growth Fund.

    The US is the world’s most dynamic economy, with innovative companies across the market cap spectrum. Discover an investment approach that aims to capitalize within this space.

    January 20 at 1 p.m. ET

  • 2024

    Webinar

    RDSPs made easy

    Many Canadians living with disabilities aren’t getting the financial help they need today, to ensure their financial security tomorrow.

    Mackenzie wants to help change that. A Registered Disability Savings Plan (RDSP) can give people with long-term disabilities greater financial security, with tax-deferred investment growth and government grants and bonds.

    December 10, 2024

    Mackenzie Fall Roadshow

    In Person

    Mackenzie Fall Roadshow

    Join us at the Mackenzie Fall Roadshow, created just for Primerica representatives. This year’s theme is “Whatever it takes,” which reflects our commitment to our partnership with you.

    November 4-25, 2024 

    Q4 Mackenzie Quarterly Call Series

    October 8, 2024

    Q3 Mackenzie Quarterly Call Series

    July 08, 2024

    Q2 Mackenzie Quarterly Call Series

    April 9, 2024

    Mackenzie 2024 Market Outlook

    January 9, 2024

  • 2023
  • 2022

    July 25, 2022

    Sustainable Investing

    Andrew Simpson

    July 19, 2022

    US Equities

    David Arpin & Mark Jackson

    July 21, 2022

    Fixed Income

    Konstantin Boehmer

    July 14, 2022

    Canadian Equities

    Will Aldridge, Tim Johal, Dynamic

    July 12, 2022

    Global Equities

    David Arpin, Darren McKiernan & Brandywine