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.
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.