1-10 of 105 results in all
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
Web Page
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
Web Page
Expert Insights
Mackenzie tax, planning and investment experts provide insights, tips and strategies through regular podcasts, articles and white papers.
February 14, 2024
Web Page
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
Web Page
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
Web Page
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
Web Page
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
Web Page
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
Web Page
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
Web Page
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
Web Page
11-20 of 105 results in all
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
Web Page
Mackenzie Emerging Markets Fund
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Emerging Markets Fund.
May 25, 2018
Web Page
Limiting downside with a hedging strategy
Mackenzie Monthly Income Portfolios are designed to provide predictable income and capital preservation with reduced volatility. The Portfolios help investors s...
February 09, 2023
Web Page
ETFs and liquidity
ETF liquidity is important because it can impact profitability. We explore how ETF liquidity works and how trading volume does not equal liquidity.
November 11, 2022
Web Page
Doing better, together.
How companies treat the planet and the communities they operate in will determine their future profitability. We believe that companies that heed the call for c...
January 27, 2023
Web Page
RRSP
Discover the power of RRSPs for your retirement savings: Tax deductible, tax-deferred growth and investment flexibility designed for Canadians.
April 19, 2024
Web Page
Mackenzie Fixed Income Team
For institutional investors, Mackenzie Fixed Income Team approaches income management with a deep risk-understanding combining research with credit analysis
April 08, 2024
Web Page
Distribution: Estimates & Tax Factors
Find your annual distribution tax factors for Mackenzie-sponsored mutual funds here, today!
February 22, 2024
Web Page
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
Web Page
21-30 of 105 results in all
White Paper – Year End Tax Strategies
White paper listing some useful year-end tax strategies for investors.
December 12, 2018
PDF (160 KB)
White Paper – Sustainable Free Cash Flow Analysis
A white paper provides an in-depth analysis into a topic of interest to investors.
June 11, 2018
PDF (297 KB)
White Paper – Risk concentrations in US equity Markets
A white paper provides an in-depth analysis into a topic of interest to advisors.
August 16, 2018
PDF (365 KB)
White Paper – Adopting E-signatures in the Mutual Fund Industry
An E-signature is a digital signature or symbol that many industries are using to replace wet signatures on contracts, banking documents, and many more. The fun...
November 05, 2018
PDF (213 KB)
Whitepaper – The Looming Pension Crisis: Why it Matters and How to Prepare
Pensions face serious risks. Mackenzie’s Konstantin Boehmer analyzes various risks to try to prepare for the future.
May 30, 2018
PDF (463 KB)
May 04, 2023
PDF (575 KB)
June 28, 2019
PDF (210 KB)
June 05, 2020
PDF (190 KB)
White Paper - Asset Allocation Valuation
The Asset Allocation Team discusses Mackenzie’s Multi Asset Class Intrinsic Valuation (“MACIV”) model.
September 07, 2018
PDF (797 KB)
July 10, 2019
PDF (141 KB)
31-40 of 105 results in all
March 24, 2024
PDF (288 KB)
White Paper – From Oil to Lithium
Mackenzie Resource Team sees investor opportunities in the shift from inefficient, polluting resources to sustainables.
February 02, 2018
PDF (190 KB)
White Paper – Indivdual Pension Plans and Retirement Compensation Arrangements
This article identifies and discusses the key features of each of the IPP and RCA.
April 09, 2019
PDF (131 KB)
December 29, 2023
PDF (373 KB)
October 10, 2023
PDF (2.89 MB)
February 25, 2019
PDF (230 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)
May 04, 2023
PDF (483 KB)
October 10, 2023
PDF (372 KB)
December 29, 2023
PDF (1.37 MB)
41-50 of 105 results in all
Strategies for Reducing Taxes on Realized Capital Gains
Whitepaper that talks about Strategies for Reducing Taxes on Realized Capital Gains in Non-Registered Accounts in the event of Mutual Fund mergers.
June 21, 2018
PDF (88 KB)
March 24, 2024
PDF (184 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)
Opportunities in ESG-oriented solutions
Opportunities in ESG-oriented solutions
May 04, 2023
PDF (8.29 MB)
May 04, 2023
ZIP (1.93 MB)
May 04, 2023
ZIP (1.93 MB)
Opportunities in ESG-oriented solutions - Executive summary
Opportunities in ESG-oriented solutions - Executive summary
October 10, 2023
PDF (1.68 MB)
October 10, 2023
PDF (750 KB)
December 29, 2023
PDF (435 KB)
December 29, 2023
PDF (836 KB)
51-60 of 105 results in all
March 02, 2017
PDF (200 KB)
March 24, 2024
PDF (4.08 MB)
March 24, 2024
PDF (131 KB)
April 03, 2024
PDF (1.1 MB)
May 04, 2023
PDF (269 KB)
RDSP withdrawals: a closer look
RDSP withdrawals: a closer look
May 04, 2023
PDF (175 KB)
June 28, 2019
PDF (3.95 MB)
August 25, 2023
PDF (2.55 MB)
Multi-Plan ApplicationMulti-Plan Application
Use this form to open new registered and non-registered Mackenzie Investments accounts.
February 23, 2018
PDF (503 KB)
December 29, 2023
PDF (468 KB)
61-70 of 105 results in all
December 29, 2023
PDF (489 KB)
RESP – Individual Plan Application
Use this form to open new RESP accounts for a single child.
January 24, 2018
PDF (427 KB)
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)
May 04, 2023
PDF (345 KB)
May 04, 2023
PDF (388 KB)
Giving back: The generosity of high-net-worth Canadians
Giving back: The generosity of high-net-worth Canadians
May 04, 2023
PDF (1.16 MB)
Rebalancing your asset allocation mix
Rebalancing your asset allocation mix
May 04, 2023
PDF (273 KB)
Financial Statements – Annual – Mackenzie International Equity Index ETF
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (1.08 MB)
October 14, 2023
PDF (4.27 MB)
October 21, 2023
PDF (1.35 MB)
71-80 of 105 results in all
Financial Statements – Semi-annual – Mackenzie International Equity Index ETF
Mackenzie Investments' financial statements include details of mutual fund portfolios, performance and other financial information. <!--EndFragment-->
November 26, 2018
PDF (433 KB)
December 29, 2023
PDF (64 KB)
December 29, 2023
PDF (112 KB)
December 29, 2023
PDF (7.6 MB)
December 29, 2023
PDF (3.54 MB)
February 22, 2024
PDF (258 KB)
March 24, 2024
PDF (379 KB)
March 24, 2024
PDF (201 KB)
In the Media – HFMInvestHedge – July/August 2018
News stories that focus on Mackenzie’s people, products, and innovation.
July 31, 2018
PDF (5.25 MB)
Investor Insight - Opportunity with Alternatives
Alternative investments offer investors different kinds of assets and strategies to enhance their portfolios beyond traditional stocks, bonds and cash. Alternat...
February 26, 2019
PDF (181 KB)
81-90 of 105 results in all
Group RRSP Member Application
Members use this form to enroll in a Mackenzie Investments Group RRSP.
April 03, 2018
PDF (329 KB)
Group TFSA Member Application
Members use this form to enroll in a Mackenzie Investments Group TFSA.
May 07, 2018
PDF (444 KB)
May 04, 2023
PDF (2.66 MB)
May 04, 2023
ZIP (1.93 MB)
May 04, 2023
PDF (2.2 MB)
2023 Environmental outlook
2023 Environmental outlook
May 04, 2023
PDF (3.59 MB)
May 04, 2023
PDF (2.2 MB)
July 18, 2023
PDF (1.29 MB)
July 18, 2023
PDF (1.43 MB)
May 25, 2020
PDF (169 KB)
91-100 of 105 results in all
October 10, 2023
PDF (123 KB)
October 10, 2023
PDF (219 KB)
October 10, 2023
PDF (2.61 MB)
October 10, 2023
PDF (966 KB)
December 29, 2023
PDF (938 KB)
April 02, 2019
PDF (224 KB)
December 29, 2023
PDF (273 KB)
December 29, 2023
PDF (2.11 MB)
March 24, 2024
PDF (538 KB)
March 24, 2024
PDF (321 KB)
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