Mackenzie Private Wealth Counsel is a well established service for investors seeking a deeply personalized wealth management platform. A minimum of $500,000 of investable assets across qualified family accounts is required to be eligible for Mackenzie Private Wealth Counsel.

Investor benefits

  • Consolidated household portfolio construction, risk assessment, rebalancing and investment review
  • One-on-one tax and estate planning
  • Philanthropic planning
  • Account supervision, oversight and management
  • Specialized reporting

Access to our professionals

As a part of the Mackenzie Private Wealth Counsel, investors can benefit from specialized, dedicated support from our various professionals.

Customized Portfolio Construction & Oversight

Work with an experienced investment professional specializing in private investor portfolio construction, gaining access to portfolio modeling and investment oversight through Mackenzie Portfolio Architecture Service.

Tax and Estate Planning

Mackenzie Investments employs an experienced team of tax and estate experts to provide personalized Tax and Estate support for Mackenzie Private Wealth Counsel clients.

Philanthropic Planning

Guided by Mackenzie Investments’ philanthropy experts, Mackenzie Investments Charitable Giving Fund is a unique and highly effective means for investors in Mackenzie Private Wealth Program to meet their long-term philanthropic goals.

Want to find out more?

For more information about Mackenzie Private Wealth Program, contact your financial advisor.