Private Wealth Solutions

Mackenzie Private Wealth Solutions

Affluent investors have individual needs that require a superior level of service. Mackenzie Investments is committed to developing quality products and solutions that speak to those needs.

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

Mackenzie Private Wealth Solutions

Private Wealth Solutions offers affluent investors:

  • Exclusive investment solutions to meet your financial goals, including preservation, growth and income.
  • Preferential pricing to help you manage the cost of investing.
  • First-class householding benefits for additional fee discounts and generally waived minimums which starts at $250,000 worth of eligible assets with Mackenzie Investments.
  • Tax-efficient investment options for building wealth and providing cash flow.
  • Tax & Estate guidance.
  • Enhanced commentary and reporting.
  • Tailored portfolio rebalancing.

Contact your advisor to learn more about Mackenzie Private Wealth Solutions.

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investor.

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.