Manage and Maintain Wealth
Mackenzie Private Wealth Pools are a sophisticated offering designed to help you meet your unique goals.
- Exclusivity: Only available to investors with at least $100,000 to invest per pool.
- Householding Benefits: With $250,000 of household assets with Mackenzie, the minimum investment per mandate within the program is generally waived.
- Tax-efficient options aimed at:
- Building wealth: Invest in corporate class pools to potentially delay paying tax until you redeem your investment.
- Providing income: through its fixed rate distribution series that is paid monthly and tax deferred (for corporate class).
- Carefully constructed risk-conscious approach: Multi-manager investments that combine strategically allocated active portfolios. Our managers take a risk-conscious approach that includes the use of investment grade fixed income and dedicated low volatility exposure to U.S. equities.
- Enhanced reporting with personal rate of return and market commentary.
- Comprehensive proposal with fee information and portfolio analytics.
- Customizable portfolio rebalancing.
- Tax and estate guidance and philanthropic planning.
Mackenzie Private Wealth Pools
Contact your Financial Advisor for more information.