Private Wealth Solutions | Mackenzie Investments

Private Wealth Solutions

Mackenzie Private Wealth Solutions

Affluent investors have unique needs that require exclusive service. Mackenzie Investments is committed to providing superior products and solutions that meet those needs.

Mackenzie Private Wealth Solutions offer a full complement of exclusive investment options.

Mackenzie Private Wealth Solutions Click to enlarge

Mackenzie Private Wealth Solutions offer affluent investors the following key benefits:

  • Exclusive investments to meet your financial goals, including capital preservation, growth and income.
  • Householding benefits for easy access into the Private Wealth Solutions Program.
  • Tax-efficient investment options for building wealth and providing cash flow.
  • Tax and estate guidance from a dedicated team of professionals and philanthropic planning.
  • Enhanced reporting.
  • High-water mark, providing cost protection against downward market movements.
  • Personalized portfolio rebalancing.
  • Automatic linking of accounts.
  • Comprehensive proposal with fee information and portfolio analytics.

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.