Mackenzie Dealer Relations

Supporting dealers with our latest insights, education and communications

Featured Content

RESP withdrawal for educational purposes

In this first installment of our new educational video series, we walk through how to fill out the required forms and avoid processing delays.

 

RESP withdrawal for non-educational purposes

 

 

Dealer Education

Applications and Forms

Access all required applications and forms, including RESP, RDSP, Multi-Plan Applications, and the Mackenzie Charitable Giving Program

Expert Insights

The Role of automation in the investment funds industry

In our spring 2021 insight paper, we explore the role of automation in our industry and what may come next.

Common Registered Disability Savings Plan (RDSP) misconceptions

Preparing for a successful RRSP season

In our winter 2020 insight paper, we explore the role of technology in supporting a successful RRSP season.

Learn more

Is working from home working?

In our summer 2020 insight paper, we explore the challenges of working from home and ways to make it work.

Dealer communication

Reminder: Upcoming corporate class fund mergers

On or around July 30, 2021, we will merge 34 Corporate Class funds into their trust fund equivalent or “twin trust” where required. If no corresponding trust fund currently exists, a continuing fund will be launched to facilitate the merger.

July 2021

Fund events at Mackenzie Investments

On March 5, Mackenzie Investments announced proposed changes to make its product shelf easier to navigate, and investors have now voted to approve these changes.
 

May 2021

Team Overview

Jackie Laser

VP, Dealer Relations & Operations
jlaser@mackenzieinvestments.com

Paul Boddaert

Director, Industry & Dealer Relations
pboddaer@mackenzieinvestments.com

Dane McInnis

Senior Manager, Dealer Relations
dmcinnis@mackenzieinvestments.com

Dale James

Account Manager
djames@mackenzieinvestments.com

Anthony Gomes

Account Manager
agomes@mackenzieinvestments.com

Joe Riccio

Account Manager
jriccio@mackenzieinvestments.com

Guy Thierry Kalonji

Account Manager
gtkalonj@mackenzieinvestments.com

Prajnya Anauth

Account Manager
panauth@mackenzieinvestments.com

Michael Salvani

Account Manager
msalvani@mackenzieinvestments.com

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.