Mackenzie Events

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

Upcoming Events

In Person

2026 Mackenzie Roadshow

Ready for your next mission? Join us at the 2026 Mackenzie Roadshow for fresh perspectives and practical ideas to help you navigate today's markets, demonstrate the value of your advice, and deliver more for your clients. Your next growth conversation starts here.  

Discover what's ahead, including: 

  • Expert perspectives on today's market outlook
  • The value of advice and how to demonstrate your impact 
  • Practical tax and estate planning strategies 
  • What’s new from Mackenzie FuturePath, including new product announcements 
  • The latest enhancements to our tools and support 


Fuel your practice with actionable ideas, new solutions and more ways to help your clients reach their goals. The countdown has started. 

Get Maxed. 

November 2–26 

Past Events

  • 2026
    WEBINAR

    Build your business with Group RRSPs

    A Group Registered Retirement Savings Plan (GRSP) is an effective tool you can offer to help business-owner clients attract and retain top talent and a compelling reason for high-net-worth prospects to choose you as their advisor.

    This webinar will cover topics such as:

    • Setting up a GRSP — an overview of the process to get your clients started
    • Best practices for administration — how to manage plans smoothly and support your clients on an ongoing basis
    • Reducing NIGOs — the most common errors to watch for and how to avoid them

    September 15 at 1:00 p.m. EST

    Watch the playback

    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
    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

    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

    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