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 offer affluent investors the following key benefits:
- Exclusive investments to meet your financial goals, including capital preservation, growth and income.
- Automatic Preferred Pricing enrollment for all qualified accounts, to help manage the cost of investing.
- Tax-efficient investment options for building wealth and providing cash flow.
- Tax & Estate guidance from a dedicated team of professionals.
- First-class house-holding benefits for additional fee discounts and generally waived minimums, which start at $250,000 worth of eligible assets with Mackenzie Investments.
- Enhanced commentary and reporting.
- Personalized portfolio rebalancing.