Our portfolio management experts and Tax & 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 & 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.