Insights & Education

Your one-stop destination for our latest thought leadership and education resources.

Insights

Insight

Weekly market snapshot

Stay informed with a weekly summary of market performance, key economic developments and timely investment insights across global markets.

Insight

Monthly economic commentary

The global economy has many moving parts. Paul Taylor, Vice-President, Portfolio Manager of the Multi-Asset Strategies Team focuses on the news that really affects your investments.

Article

What’s next for markets in 2026

From broadening market leadership to inflation risks, explore the themes influencing portfolios for the rest of the year.

Educational resources

The trust mandate

Trust is an important part of building a relationship. How do you show your clients that you’re able and willing to act in their interest?

Investing 101

Our investor-friendly guide includes an overview of investment options, retirement planning, tips for saving and budgeting.

Investor’s guide to market volatility

A concise look at why markets go up and down, how they have always recovered, and strategies for riding out volatility.

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Legacy and life events

Tax and estate planning for major life transitions

This investor friendly guide offers key tax and estate planning strategies to help you support clients through major transitions — protecting their legacy and reducing stress.

Investing fundamentals

Understanding the basics of investing

The different types of investments available (and their costs), common financial terms explained and the lowdown on risk tolerance.

Understanding mutual funds

A straightforward explanation of how mutual funds work, including their advantages, how they provide immediate diversification and how they may help your clients’ money grow.

GICs: Savings or investments?

Considering using GICs as a substitute for diversified holdings? Learn why this approach may restrict your portfolio’s long‑term growth.

Additional resources

Podcast

Mackenzie FuturePath Podcast Series

Hear from our experts on what’s happening in the markets, key announcements and product insights in this weekly podcast series built exclusively for Primerica.

Mackenzie's Continuing Education Centre

Your source for continuing education credits.

Mackenzie Events

Browse our selection of live and on-demand webcasts and other events.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

This should not be construed as legal, tax or accounting advice.  This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique.  We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate.  There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.  We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document.  Please consult your own legal and tax advisor.