Mackenzie Dealer Relations

Supporting dealers with our latest insights, education and communications

Featured Content

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Benefits of giving

A low-cost, tax-efficient, convenient and flexible way to make charitable donations and leave a lasting legacy.

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Investor Guide - Mackenzie Charitable Giving Program

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Mackenzie Charitable Giving Program Application and Account Opening Form

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What will returning to the office look like?

Advisor Education

Your administrative guide to the Mackenzie Charitable Giving Program

The Mackenzie Charitable Giving Program

The Mackenzie Charitable Giving Program makes giving simple, convenient and powerful, helping investors give back, make grants to charities and grow their impact, now and in the future.

Here’s how it works

Receive all the benefits of a private foundation, without the cost, time commitment and administrative hassle.

Benefits of giving

A low-cost, tax-efficient, convenient and flexible way to make charitable donations and leave a lasting legacy.

Expert Insights

Corporate Donations: Another way to give

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.

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

Innovative new mutual funds to meet your clients’ investment needs

Mackenzie is expanding its suite of investment solutions with the launch of five new mutual funds.

Launching October 19 and November 4

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

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.