1-10 of 698 results in all
December 08, 2023
Web Page
February 15, 2024
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January 08, 2024
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Your step-by-step guide to active ETF due diligence
15 steps every investor needs to consider when doing their due diligence on active ETFs.
February 26, 2024
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February 01, 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
Web Page
Mackenzie Multi-Asset Strategies Team
The Mackenzie Multi-Asset Strategies Team generates optimal returns and mitigates risk through a pension-style long term approach to portfolio asset management
April 08, 2024
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11-20 of 698 results in all
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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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 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 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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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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Multi-Asset Strategies Team
The Mackenzie Multi-Asset Strategies Team seeks to generate optimal returns and mitigate risk for investors through a pension-style approach to asset management
April 10, 2024
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21-30 of 698 results in all
Mackenzie Global Macro Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Global Macro Fund.
February 21, 2019
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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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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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January 29, 2024
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February 29, 2024
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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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January 02, 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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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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How to build an ETF portfolio
How to combine active and passive exchange-traded funds (ETFs) in your portfolio to provide low-cost potential for market outperformance.
August 10, 2023
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31-40 of 698 results in all
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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Dealer Relations
The Mackenzie Dealer Relations team is your partner for innovation, thought leadership and administrative support, so you can focus on your business needs
April 19, 2024
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February 23, 2024
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TFSA
A Mackenzie Tax-Free Savings Account (TFSA) helps investors save for short and long-term financial goals. Benefits include flexibility and tax-free growth
April 19, 2024
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Distribution: Estimates & Tax Factors
Find your annual distribution tax factors for Mackenzie-sponsored mutual funds here, today!
February 22, 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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41-50 of 698 results in all
Reconsidering preferred share allocations
The 2023 federal budget proposed to tax financial institutions on dividends received from Canadian preferred shares, securities which were previously exempt fro...
July 17, 2023
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February 01, 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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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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February 01, 2024
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2023 Winter newsletter
2023 Winter Newsletter
April 19, 2024
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AdvisorAccess
AdvisorAccess is a one-stop gateway for advisors, providing to up-to-date account information, reporting, business building and planning tools, marketing materi...
April 19, 2024
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December 22, 2023
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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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51-60 of 698 results in all
Accessibility
We are committed to ensuring our facilities, products and services are accessible to all Canadians. Read our accessibility policies here.
January 08, 2024
Web Page
March 24, 2024
PPTX (13.77 MB)
March 06, 2019
Excel (149 KB)
2019 Distribution Tax Factors – Corporate Class Funds
Distribution tax factors for Mackenzie Financial Corporation Corporate Class Funds.
May 21, 2019
Excel (172 KB)
October 10, 2023
PDF (2.89 MB)
April 12, 2024
PDF (628 KB)
March 13, 2024
PDF (256 KB)
January 22, 2018
PDF (436 KB)
Building Portfolios with Active, Strategic Beta and Passive Strategies
Active, strategic beta and passive investments can all help a portfolio deliver on an investor’s goals and objectives.
September 07, 2018
PDF (484 KB)
61-70 of 698 results in all
Financial Statements – Annual – Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged)
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (983 KB)
July 19, 2023
PDF (751 KB)
Financial Statements – Semi-annual – Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged)
Mackenzie Investments' financial statements include details of mutual fund portfolios, performance and other financial information. <!--EndFragment-->
November 26, 2018
PDF (348 KB)
January 25, 2024
PDF (358 KB)
January 26, 2024
PDF (671 KB)
January 26, 2024
PDF (198 KB)
March 21, 2024
PDF (318 KB)
March 24, 2024
PDF (6.08 MB)
April 03, 2024
PDF (1.1 MB)
April 19, 2024
PDF (384 KB)
71-80 of 698 results in all
Understanding Exchange Traded Funds Premiums and Discounts
ETFs generally trade close to approximate intraday values but can trade at a premium or discount due to market forces.
January 22, 2018
PDF (82 KB)
Mackenzie Insight – Summer 2018
The summer 2018 edition of Mackenzie Insight.
July 17, 2018
PDF (325 KB)
ETF Trading Best Practices
Exchange Traded Funds (ETFs) continue to gain popularity. As ETFs trade on an exchange like stocks, there are a few simple strategies you can employ to seek the...
January 22, 2018
PDF (84 KB)
Dispel ETF Myths with ETF Realities
Mackenzie Investments dispels several myths about ETFs to help investors learn more about these popular investments.
January 22, 2018
PDF (83 KB)
The Value of Active Management for a Total Portfolio
Active investment managers can add value to portfolios through market inefficiencies, IPOs and by investing off-benchmark.
September 10, 2018
PDF (292 KB)
Financial Statements – Semi-annual – Mackenzie Global Tactical Investment Grade Bond Fund
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
November 26, 2018
PDF (2.07 MB)
November 26, 2018
PDF (1.4 MB)
May 04, 2023
PDF (490 KB)
July 18, 2023
PDF (955 KB)
July 18, 2023
PDF (1.58 MB)
81-90 of 698 results in all
August 16, 2023
PDF (4.5 MB)
Your Guide to Investing in Liquid Alternatives
Investing in liquid alternatives can give more options for sources of returns, improving diversification, managing risk.
March 01, 2019
PDF (4.64 MB)
Mackenzie Charitable Giving Program Guide
This guide explains the features and benefits of participating in the Mackenzie Charitiable Giving program.
May 09, 2018
PDF (237 KB)
Financial Statements – Annual – Mackenzie Investment Grade Floating Rate Fund
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (1.29 MB)
Financial Statements – Annual – Mackenzie Global Tactical Investment Grade Bond Fund
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (1.82 MB)
Portfolio Architecture Service – Investment Philosophy
No matter what you invest in, there is some level of risk. A good way to reduce the risk of investing is through diversification and asset allocation.
February 01, 2018
PDF (4.33 MB)
June 24, 2019
PDF (7.7 MB)
December 29, 2023
PDF (316 KB)
December 29, 2023
PDF (3.54 MB)
RESP – Individual Plan Application
Use this form to open new RESP accounts for a single child.
January 24, 2018
PDF (427 KB)
91-100 of 698 results in all
RESP – Family Plan Application
Use this form to open new RESP accounts for multiple beneficiaries in the same family.
January 16, 2018
PDF (443 KB)
January 12, 2024
PDF (7.6 MB)
January 20, 2024
PDF (785 KB)
January 24, 2024
PDF (901 KB)
February 06, 2024
PDF (744 KB)
March 24, 2024
PDF (422 KB)
March 24, 2024
PDF (398 KB)
Mackenzie Master Limited Partnership Annual Report
The annual report provides financial information and informtion about the business of the Mackenzie Master Limited Partnership (Master LP).
April 10, 2019
PDF (383 KB)
RESP Withdrawal Form
Complete this form to make redemptions from a Registered Education Savings Plan (RESP) account.
April 04, 2018
PDF (269 KB)
Portfolio Architecture Service Guide
The Portfolio Architecture Service is a managed portfolio service, tailored specifically by you.
June 14, 2018
PDF (203 KB)
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