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

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Want to find out more?

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