Mackenzie Private Wealth Program at a glance
Mackenzie Private Wealth Program is designed to grow with investors as their wealth increases. The program, suited for investors with greater than $100,000 to invest, provides a continuum of services and support.
Investors may household assets to achieve threshold benefits. Fee discounts at each tier automatically apply to assets held within Mackenzie Private Wealth Program.
Benefits of Mackenzie Private Wealth Program
- A full spectrum of investment choice with world-class money managers
- Automatic price discounts
- Enhanced reporting with personal rate of return and market commentary
- Comprehensive proposal with fee information and portfolio analytics
- Tax and estate guidance
- Customizable portfolio rebalancing
- Ability to include non-Private Wealth Program assets for further fee reductions
Mackenzie Private Wealth Counsel
Mackenzie Private Wealth Counsel is available for investors with $500,000 to invest.
- A well-established service for investors seeking a personalized wealth management platform
- Investors can benefit from specialized, dedicated support from our various wealth management professionals
Want to find out more?
For more information about Mackenzie Private Wealth Solutions, contact your financial advisor.