Private Wealth Pools | Mackenzie Investments

Private Wealth Pools

Mackenzie Private Wealth Pools

Manage and Maintain Wealth

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

Key Benefits:

  • Exclusivity: Only available to investors with at least $100,000 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.
  • Automatic Preferred Pricing Service:  all Mackenzie accounts of $100,000 on an individual basis, or $250,000 on a household basis, are automatically enrolled into the corresponding Private Wealth series. All Mackenzie Private Wealth Solutions 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 the minimum pool investment to be waived.

Mackenzie Private Wealth Pools

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.