1-10 of 516 results in all
Advisor education
Mackenzie’s advisor education hub, including CE courses and in-depth insights into alternative investments, ETFs and sustainable investing.
February 05, 2024
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CE Centre
CE-accredited courses from Mackenzie’s experts, designed to help advisors build their business and grow their knowledge in a variety of topics.
January 22, 2024
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Insights & Education
Your go-to destination for our latest thought leadership, insights & education.
December 19, 2023
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Group Plans
For over 25 years, Mackenzie Investments has offered specialized support for advisors working in the Group Plans market.
April 19, 2024
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RDSP frequently asked questions
Find answers to frequently asked questions about Registered Disability Savings Plans.
April 19, 2024
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RDSP
We work with advisors, to understand the unique needs of their clients living with disabilities and help enable a brighter financial future with the RDSP
April 19, 2024
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Expert Insights
Mackenzie tax, planning and investment experts provide insights, tips and strategies through regular podcasts, articles and white papers.
February 14, 2024
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11-20 of 516 results in all
Tax & Estate Planning
Tax & Estate planning is about more than money. It’s about shaping the legacy your clients wish to bestow upon generations to come. A Mackenzie Investments expe...
April 19, 2024
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Locked-In Plans
Locked-in plans are when employers and employees’ vested contributions and interest are transferred into a RRSP until the investor reaches a specific age
April 19, 2024
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Tax Planning
There are strategies for Canadians to minimize tax investors will pay, allowing them to get the most out of their savings and investments. Mackenzie can help
April 19, 2024
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January 24, 2024
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Federal budget 2024 analysis
Our experts provide in-depth analysis of the 2024 federal budget. Read our bulletin for insights into how the federal budget may affect your clients.
April 17, 2024
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Help Canadians Give: Donor-Advised Funds as a Philanthropic Strategy
The Mackenzie Charitable Giving Program, structured as a donor-advised fund, provides a straightforward way to manage personal giving programs
April 19, 2024
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Additional Services
Mackenzie is committed to providing support through a variety of services to help meet your long-term investment goals including, Group Plans, Dealer relations
April 19, 2024
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RRSP
Discover the power of RRSPs for your retirement savings: Tax deductible, tax-deferred growth and investment flexibility designed for Canadians.
April 19, 2024
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21-30 of 516 results in all
TFSA right for you
Thinking about opening a tax-free savings account? Find out if a TFSA is right for you.
April 19, 2024
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Legal Disclaimers
Find our prospectuses and regulatory documents, as well as our policies on privacy protection, proxy voting, social media and more.
April 22, 2024
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Legal Disclaimers
Find our prospectuses and regulatory documents, as well as our policies on privacy protection, proxy voting, social media and more.
April 22, 2024
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December 08, 2023
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Mackenzie Charitable Giving Program
Charitable giving made easy through your financial plan. Mackenzie Charitable Giving Program is an easy, convenient and impactful way to donate to charities
April 19, 2024
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December 21, 2023
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How the illiquidity premium can enhance portfolios
Discover the advantages of the illiquidity premium, which offers the potential for higher returns by investing in assets that are less liquid, such as private m...
November 07, 2023
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First Home Savings Account
The First Home Savings Account (FHSA) provides an immediate tax break, tax-free investment growth and qualifying tax-free withdrawals.
April 19, 2024
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January 08, 2024
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February 23, 2024
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31-40 of 516 results in all
Federal budget 2024
The Mackenzie Investments Tax and Estate Planning Team will closely analyze the 2024 federal budget to uncover insights.
April 19, 2024
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November 07, 2023
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Donation of Securities Calculator
Donation of Securities Calculator. Generate a summary of the potential tax savings from donating a security.
April 19, 2024
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Services
Mackenzie offers many services: Charitable giving, Tax & Estate Planning, Private Wealth Counsel, Private Wealth Solutions, accounts and additional services
April 19, 2024
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February 15, 2024
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Monthly commentary- Mackenzie Growth Team
Read the latest Mackenzie Growth Team commentary to learn about their analysis of key market risks and opportunities.
April 02, 2024
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Series T
Series T funds provide an option for investors looking for steady, tax-efficient cash flow with the potential for capital appreciation. Why choose Mackenzie?
April 19, 2024
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2023 Winter newsletter
2023 Winter Newsletter
April 19, 2024
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Federal budget 2024 highlights
The key takeaways from the 2024 federal budget, easy to understand and perfect to share with clients
April 17, 2024
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41-50 of 516 results in all
Mackenzie USD Ultra Short Duration Income Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie USD Ultra Short Duration Income Fund.
August 17, 2016
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Flexible Payout Service
With Mackenzie Investments’ Flexible Payout Service (FPS) investors can receive a predictable, customizable and tax-efficient cash flow from their investments
April 19, 2024
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Dollar Cost Averaging
Dollar-cost averaging (DCA) is a great strategy: disciplined, systematic investing on a consistent and regular basis using Mackenzie Investments mutual funds
April 19, 2024
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The First Home Savings Account (FHSA) – a new way to save for a first home
The FHSA is a first home buyers tax-free savings account designed to help Canadians save for a down payment and help reach the goal of home ownership.
December 01, 2023
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Charitable Giving Tax Credit Calculator
Discover the impact a charitable donation can have on taxes with Charitable Giving Tax Credit Calculator. Calculate how much you can save.
April 19, 2024
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Tax Savings Calculator
Tax Savings Calculator. Learn how donations can reduce capital gains tax.
April 19, 2024
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Mackenzie Canadian Short Term Income Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Canadian Short Term Income Fund.
December 05, 2017
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Mackenzie USD Global Strategic Income Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie USD Global Strategic Income Fund.
February 08, 2017
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Mackenzie North American Corporate Bond Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie North American Corporate Bond Fund.
January 27, 2017
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51-60 of 516 results in all
Mackenzie Floating Rate Income Fund
ain insight and learn about current and historical fund portfolio performance on Mackenzie Floating Rate Income Fund.
January 24, 2017
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Mackenzie Global Tactical Bond Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Global Tactical Bond Fund.
March 21, 2017
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Mackenzie Unconstrained Fixed Income Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Unconstrained Fixed Income Fund.
November 21, 2016
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February 01, 2024
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Automatic Rebalancing Service
Take the emotions out of investing and create a customized portfolio solution with Mackenzie Automatic Rebalancing Service (ARS). ARS is an automatic rebalancin...
April 19, 2024
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Accessibility
We are committed to ensuring our facilities, products and services are accessible to all Canadians. Read our accessibility policies here.
January 08, 2024
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High Net Worth Investors in Canada
Boost your expertise in the high net worth market with our exclusive insights on advising HNW investors for capital preservation and income generation.
April 19, 2024
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61-70 of 516 results in all
Mackenzie USD Unconstrained Fixed Income Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie USD Unconstrained Fixed Income Fund.
August 17, 2016
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February 01, 2024
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RRIF
When you close your RRSP, a Registered Retirement Income Fund (RRIF) is one investment option that provides a set of yearly cash flow. Is a RRIF right for you?
April 19, 2024
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Symmetry Conservative Portfolio
Gain insight and learn about current and historical fund portfolio performance on Symmetry Conservative Portfolio
December 05, 2017
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Mackenzie Monthly Income Balanced Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Monthly Income Balanced Portfolio.
March 23, 2017
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Symmetry Growth Portfolio
Gain insight and learn about current and historical fund portfolio performance on Symmetry Growth Portfolio
April 28, 2017
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Mackenzie Multi-Strategy Absolute Return Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Multi-Strategy Absolute Return Fund.
May 15, 2018
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February 29, 2024
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71-80 of 516 results in all
November 20, 2023
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Mackenzie Alternative Enhanced Yield Fund
Gain insight and learn about current and historical fund portfolio performance on the Mackenzie Alternative Enhanced Yield Fund.
July 04, 2023
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Symmetry Moderate Growth Portfolio
Gain insight and learn about current and historical fund portfolio performance on Symmetry Moderate Growth Portfolio
December 05, 2017
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Mackenzie Maximum Diversification US Index Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie High Diversification US Equity Fund.
January 20, 2017
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December 28, 2022
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Mackenzie Maximum Diversification All World Developed Index Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie High Diversification Global Equity Fund.
March 07, 2017
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Mackenzie Strategic Bond Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Strategic Bond Fund.
January 24, 2017
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Mackenzie Moderate Growth ETF Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Moderate Growth ETF Portfolio.
January 22, 2018
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Mackenzie Canadian Money Market Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Canadian Money Market Fund.
December 05, 2017
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January 15, 2024
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81-90 of 516 results in all
Mackenzie Global Sustainable Balanced Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Global Sustainable Balanced Fund.
September 28, 2017
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February 29, 2024
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January 29, 2024
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Mackenzie Global Strategic Income Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Global Strategic Income Fund.
February 01, 2017
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February 29, 2024
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October 11, 2023
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Mackenzie Global Women's Leadership Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Global Leadership Impact Fund.
September 27, 2017
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Mackenzie Monthly Income Conservative Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Monthly Income Conservative Portfolio.
March 31, 2017
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Symmetry Fixed Income Portfolio
Gain insight and learn about current and historical fund portfolio performance on Symmetry Fixed Income Portfolio
April 24, 2017
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91-100 of 516 results in all
Mackenzie Growth ETF Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Growth ETF Portfolio.
January 19, 2018
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Mackenzie Conservative ETF Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Conservative ETF Portfolio.
January 18, 2018
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January 24, 2023
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Symmetry Conservative Income Portfolio
Gain insight and learn about current and historical fund portfolio performance on Symmetry Conservative Income Portfolio
December 05, 2017
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Mackenzie Balanced ETF Portfolio
Learn about Mackenzie Balanced ETF Portfolio, including current and historical performance, portfolio managers, asset allocation and commentary.
January 17, 2018
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Mackenzie Credit Absolute Return Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Credit Absolute Return Fund.
February 14, 2019
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Mackenzie Diversified Alternatives Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Diversified Alternatives Fund.
January 20, 2017
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Mackenzie Conservative Income ETF Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Conservative Income ETF Portfolio.
January 17, 2018
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