Private Wealth Pools

Mackenzie Private Wealth Pools

Manage and Maintain Wealth

Mackenzie Private Wealth Pools are an elite and sophisticated offering designed to help you meet your unique goals.

Key Benefits:

  • Exclusivity: Only available to investors with at least $150,000 to invest per pool.
  • 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.
  • Preferential pricing: All Mackenzie Private Wealth products offer reduced fees that continue to decrease as the invested amount grows. In addition households with $250,000 of eligible Mackenzie assets may qualify for minimum pool investment to be waived.

Mackenzie Private Wealth Pools

Contact your advisor to learn more about the Mackenzie Private Wealth Pools.

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.