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.
  • 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.

Learn more

Contact your Financial Advisor for more information. 

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.