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