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.
- 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.
Contact your Financial Advisor for more information.