Tools & Resources

Power your practice with our free online tools designed for advisors.

Drive success with our free online tools like the Precision Analytics platform and calculators designed for advisors. Access resources including the monthly Mackenzie Express, applications and forms.

Harness the power of Precision Analytics

Canada’s universe of mutual funds and ETFs can be overwhelming. Precision Analytics’ unbiased insights and analysis empower you build portfolios with confidence.

Retirement Illustrator

Use this illustrator to show your clients how combining portfolio building blocks can help to provide the income, growth and risk mitigation they are looking for.

Distribution: Estimates & Tax Factors

Group Plans

Mackenzie Investments offers a comprehensive selection of Group Plans designed to meet a variety of objectives, including saving for retirement, sharing company profits or saving for a child's post-secondary education.

Advisor Tools and Calculators

Explore our suite of free tools and calculators to help illustrate portfolio performance, financial planning concepts and more.

Fund resources

Everything you need to know about Mackenzie FuturePath Funds and how they can help you to quickly build long-term, successful client portfolios. 

Applications and Forms

View all applications & forms

Use the applications and forms below to open new Mackenzie Investments accounts, transfer assets from other institutions and other tasks. 

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.