Our portfolio management experts and Tax and Estate Planning Team work with your advisor to create an optimal wealth management solution that is specifically tailored to meet your needs.

Take advantage of exclusive benefits, including:

  • Institutional style investment management that uses rigorous techniques similar to those employed by pension funds and other institutional investors.
  • A personal Tax and Estate Summary Report* that discusses the tax implications of your investment activities, including potential strategies to reduce your tax bill, preparing a will, creating a power of attorney and much more.
  • Access to the Mackenzie Charitable Giving Program, a donor advised charitable giving program that combines potential tax benefits with the ability to support your favourite charities now and in the future.
  • Consolidated household solutions that allow asset allocation, tax planning, rebalancing and client reporting to be performed on a household level.

Contact your advisor to learn more about Mackenzie Private Wealth Counsel.