Dealer Relations

The Mackenzie Dealer Relations team is your partner for innovation, thought leadership and administrative support. We’re committed to improving dealer efficiency through automation initiatives and guiding discussions that will help shape the way we do business as an industry. We’re here to make it as easy as possible to transact with Mackenzie, so you can focus on what matters most to your business.

Dealer Relations Communications

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Changes to streamline and strengthen our product shelf

Mackenzie Investments has proposed the following fund changes, which are expected to take effect on or around June 4, 2021, subject to certain approvals.

March 2021

Dealer Relations newsletter

We’d like to take this opportunity to thank you for your patience and understanding throughout 2020, as we evolved our ways of working and adapted to changing business realities.

December 2020

Upcoming merger of Mackenzie Growth Fund

We would like to remind you that Mackenzie Growth Fund will merge into Mackenzie Canadian Growth Fund on or around October 16, 2020.

October 2020

Is working from home working?

There have been many changes to our version of “normal” as a result of the COVID-19 pandemic and none more so than the transition to working full-time from home. 

September 2020

Upcoming fund events at Mackenzie Investments

We are pleased to announce that Mackenzie is expanding its One-Step DCA service to accommodate fee-based accounts.

July 2020

Streamlining and strengthening our product shelf

As part of our ongoing efforts to strengthen and streamline our product shelf, Mackenzie Investments will be making the following changes, subject to investor approval where applicable.

June 2020


Reduced minimum withdrawals for Registered Retirement Income Funds

As part of the measures announced in Canada’s COVID-19 Economic Response Plan, the required minimum withdrawals from Registered Retirement Income Funds (RRIFs) will be reduced by 25% for 2020.

April 2020


Working together in challenging times

As the impact of the coronavirus continues to be felt in Canada and around the world, many of our clients are shifting to alternative working solutions.

March 2020


Launching soon… Mackenzie Global Small-Mid Cap Fund

On February 26, 2020, we will launch the Mackenzie Global Small-Mid Cap Fund, which is designed to offer enhanced risk-adjusted return and exposure to fast-growing companies in the United States, Europe and Asia.

February 2020


Streamlining and strengthening our product shelf

In September, Mackenzie Investments announced the proposed merger of Mackenzie Cundill US Class into Mackenzie US Growth Class. Investors have now voted to approve this merger, which will take place on or about February 7, 2020.

January 2020


Changes for Mackenzie segregated funds

We would like to let you know about some changes that affect Mackenzie segregated funds, which are issued by The Great-West Life Assurance Company.

January 2020


Upcoming Fund Events at Mackenzie Investments

We would like to provide you with information on upcoming fund events, some of which are included in the Mackenzie Investments Mutual Funds Simplified Prospectus renewal that we expect will be receipted in the next few days.

September 2019


Team Overview

Jackie Laser

VP, Dealer Relations & Business Suppor

Paul Boddaert

Director, Industry Relations

Dane McInnis

Manager, Dealer & Advisor Relations

Anthony Gomes

Account Manager

Dale James

Account Manager

Joe Riccio

Account Manager

Guy Thierry Kalonji

Account Manager

Tanya Rishi

Account Manager

Michael Salvani

Account Manager