Client Materials

Resources that keep your clients on track towards their long-term financial goals

Investing Fundamentals

Insight PDf

Investing 101

Our investor friendly guide includes an overview of investment options, retirement planning, tips for saving and budgeting.

Guide PDf

Real Return of a GIC

Help your clients see their real returns of a GIC after taking factors like tax and inflation into account.

Brochure PDf

Understanding mutual funds

Investing fundamentals series.

Insight PDf

Mackenzie fees and mutual fund investing: The facts

Get the facts on the fees you pay for investment management, advice and more with Mackenzie funds.

Insight PDf

Five steps to hiring the right financial advisor

Get five essential steps to finding the right financial advisor for your needs.

E-Book PDf

Mutual fund investing: Facts about cost

This booklet contains an overview of what investors need to know about investing in mutual funds.

Brochure PDf

Understanding the basics

Investing fundamentals series.

Brochure PDf

Understanding active management

Investing fundamentals series.

Market Volatility


Investor's Guide: Market volatility

Share this guide to help your clients see how markets have remained resilient despite short-term volatility.

Insight PDf

Diversify your portfolio for a smoother ride

Keeping a diversified portfolio is important because performance among asset classes is unpredictable.

Insight PDf

The ride up is usually bigger than the ride down

During falling markets its important to remember that bull markets have historically lasted longer than bear markets.

Insight PDf

Lower volatility potential with dollar-cost averaging

Regular investing through dollar-cost averaging can be an effective investment strategy to reach your long-term goals.

Insight PDf

Riding the emotional rollercoaster

Help your clients avoid making emotional decisions that can harm their long-term investing goals.

Insight PDf

Timing the market is tougher than it sounds

Investors who attempt to time the market often tend to end up buying high and selling low.


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.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.