Dealer Relations Communications

Upcoming fund events at Mackenzie Investments

We would like to provide you with information on upcoming fund events, subject to receipt of the Mackenzie Investments Mutual Funds Simplified Prospectus.

Mackenzie Investments expands its suite of Sustainable Solutions with two new funds

Mackenzie’s sustainable solutions are designed to make a positive impact for Canadians who want to align their values to their investments without sacrificing performance.

Reminder: Final list of new twin trust funds for upcoming corporate class fund mergers

As we communicated earlier, Mackenzie will be winding up Mackenzie Financial Capital Corporation. On or around July 30, 2021, we’ll merge 34 Corporate Class funds into their trust fund equivalent.

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.

Introducing the Mackenzie Tax-Managed Global Equity Fund

On July 14, Mackenzie will launch the Mackenzie Tax-Managed Global Equity Fund, which aims to provide investors with long-term capital appreciation while minimizing taxable distributions.

Dealer Relations newsletter - Spring 2021

As we reach the mid-way point of 2021, we’d like to take a moment to thank you for your patience and understanding as we continue to evolve our ways of working and adapt to changing business realities.

May 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

Mackenzie Investments is winding up its corporate class

Today Mackenzie Investments announced that it will be winding up Mackenzie Financial Capital Corporation, including its suite of 34 Corporate Class funds, effective July 30, 2021.

May 2021

Mackenzie Investments expands its suite of Sustainable Investing solutions

Mackenzie's Sustainable Investing funds give Canadians the opportunity to invest with impact.

March 2021

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

Introducing the Mackenzie Northleaf Private Credit Fund

On January 22, 2021, Mackenzie Investments will expand its line-up of alternative products with the launch of the Mackenzie Northleaf Private Credit Fund.

January 2021

Preparing for a successful RRSP season

In the financial services industry change is constant. How firms adapt to that change is a key differentiator in a highly competitive market.

December 2020

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

Introducing the Mackenzie Private Equity Replication Fund

On November 9, Mackenzie will expand its line-up of alternative mutual funds with the launch of the Mackenzie Private Equity Replication Fund. This fund seeks to provide long-term capital appreciation and to replicate the long-term returns of diversified U.S. private equity investments by investing primarily in listed U.S. equity securities.

October 2020

Upcoming Mackenzie Fund Events

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

September 2020

 

Quadrus Group of Funds rebranding to Canada Life Mutual Funds

We would like to let you know about some changes that affect the Quadrus Group of Funds product shelf.

August 2020

Proposed termination of Mackenzie Global Long/Short Equity Alpha Fund

In June, we announced a proposal to terminate the Mackenzie Global Long/Short Equity Alpha Fund. Below are important details and dates to help you prepare for the termination

August 2020

Introducing the Mackenzie Alternative Enhanced Yield Fund

On June 11, we’ll be launching the Mackenzie Alternative Enhanced Yield Fund, which offers investors an actively managed, diversified portfolio of income-producing asset classes.

June 2020

Launch of Mackenzie US Mid Cap Opportunities Fund

On May 20, 2020, we’ll be launching the Mackenzie US Mid Cap Opportunities Fund. 

May 2020

 

 

Client Hardship related to COVID-19

Mackenzie Investments understands that, in these unprecedented times, Dealers and their advisors are working closely with their clients to consider their individual needs, and that hardship from the ongoing COVID 19 pandemic may cause clients to need to redeem their mutual fund investments.

April 2020

 

Insights

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

 

Dealer acknowledgement – acting on client instructions for client name accounts

With the recent guidance provided by the MFDA and IIROC to help interact with clients remotely we have created an acknowledgement form which will authorize your dealership and its representatives to deliver client instructions to Mackenzie Investments without a client signature for mutual funds registered in client name.

March 2020

Incoming and outgoing mail at Mackenzie Investments

As the impact of the coronavirus continues to be felt in Canada and around the world, Mackenzie has transitioned the majority of its employees to work from home.

 

March 2020

Insights

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

 

Insights

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

Insights

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

 

Insights

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

 

Insights

Upcoming Mackenzie Fund Events

To ensure consistency in our current product offering, we'll be launching Laurentian series for three funds and adding series LF for two existing funds, effective December 9, 2019.

December 2019

 

Mackenzie to cap four Corporate Class funds

Mackenzie will be capping all series of the following four funds to new investments.

September 2019

 

Continuing our commitment to competitive pricing

At Mackenzie Investments, we're continuing our commitment to deliver greater value to investors through competitive, simplified and accessible pricing.

August 2019

Introducing the Mackenzie Emerging Markets Bond Index ETF (CAD-Hedged)

This ETF offers access to a diverse range of bonds from emerging markets and can help to broaden investors’ asset mix and increase yield potential.

July 2019

Streamlining and strengthening our product shelf

Earlier this year, Mackenzie Investments announced proposed fund mergers and other changes to make its product shelf easier to navigate. Investors have now voted to approve these changes and the following fund mergers will take place on or about August 16, 2019.

July 2019

Risk rating changes to Mackenzie mutual funds and ETFs

Risk rating changes to Mackenzie mutual funds and ETFs On June 25, we announced changes to the risk ratings of a number of Mackenzie mutual funds and ETFs, effective June 28, 2019.

June 2019

 

REMINDER: Upcoming changes to handling for EPA eligible transactions

As we communicated earlier this year, Mackenzie will no longer review documents submitted for EPA-eligible trades to confirm settlement method, starting July 2, 2019.

June 2019

 

Changes to streamline and strengthen our product shelf

Mackenzie Investments has proposed the following fund mergers and fund investment objectives change

June 2019

 

Preferred Pricing Service now available for RDSPs

As part of our commitment to automatically switch investors into the lowest fee series for which they qualify, we are extending our Preferred Pricing Service to Registered Disability Savings Plans (RDSPs).

March 2019

 

Mackenzie expands its line-up of alternative mutual funds

With last year's launch of Mackenzie Multi-Strategy Absolute Return Fund, we provided Canadian retail investors with first-time access to alternative investments within a conventional mutual fund.

February 2019

 

Launching soon…Mackenzie Global Growth Balanced Fund

On January 31, 2019, we will launch the Mackenzie Global Growth Balanced Fund, a new growth-oriented global balanced fund designed to offer investors stronger geographic diversification and enhanced return potential.

January 2019

 

Streamlining and strengthening our product shelf

Mackenzie Investments is making its product shelf easier for investors to navigate by merging two mutual funds.

January 2019

 

Mackenzie announces product enhancements

With our prospectus renewal on Friday, September 28, we are enhancing our product   offerings to make it easier to navigate our product shelf.

October 2018

 

Canada Post service interruption announcement

Canada Post has announced the commencement of rotational strikes as of midnight on Monday, October 22. Due to mailing delays, please note we will be implementing business continuity plans to minimize the impact to you.

October 2018

 

Counsel Portfolio Services launches new IPC Portfolios

On September 13, Counsel Portfolio Services Inc. will launch three portfolios branded as "IPC Essentials".

September 2018

 

Preparation in the event of a Canada Post service interruption

Mackenzie announces how it is preparing for the potential mail stoppage that could start as soon as September 30, 2018.

September 2018

 

Mackenzie expands product shelf

Effective June 1, we will be expanding our product shelf with additional series (O and F) and fixed rate distribution series (F6 and F8) for existing funds. We will also be launching the Mackenzie Emerging Markets Fund effective June 5.

June 2018

 

Mackenzie to streamline mutual fund lineup

Effective July 6, the Mackenzie Canadian All Cap Balanced Fund, Mackenzie Canadian Money Market Class and Mackenzie Cundill Recovery Fund will be terminated and merged with other funds.

June 2018

 

Mackenzie to streamline mutual fund lineup

Effective July 6, thirteen Mackenzie funds will be terminated and merged with continuing funds.

June 2018

 

Pricing and Product enhancements

Effective June 1, we will implement series re-designations and fee reductions to our fee-based and Private Wealth series.

May 2018

 

Pricing and Product enhancements

Effective June 1, we will implement series re-designations and fee reductions to our fee-based and Private Wealth series.

May 2018

 

Mackenzie Investments to launch absolute return alternative mutual fund for investors

On May 23, we will launch the Mackenzie Multi-Strategy Absolute Return Fund, an innovative solution that seeks a positive total return over a market cycle and offers the potential for a lower volatility experience by using a modern, multi-strategy approach.

May 2018

 

Mackenzie expands RDSP shelf

Effective May 9, 2018, Mackenzie will be making the funds available in Series AR. These five funds include equity, growth and short term income funds. 

May 2018

 

Counsel announces the mergers of two Portfolio

Effective on or about March 23, 2018, Counsel Portfolio Services will terminate and merge the Counsel Income Managed Portfolio and Counsel World Managed Portfolio.

March 2018

 

Private Wealth Counsel – 2018 Dealer update

Effective February 2018, Mackenzie launches additional changes in its continuing effort to update and modify Mackenzie PWC's Portfolio Architecture Service ("PAS") and Open Architecture Service ("OAS") documentation, processes and procedures.  

February 2018

 

Mackenzie launches new ETF Portfolios

On January 29, 2018, Mackenzie will be launching 5 new ETF portfolios, a one-ticket solution that combines Mackenzie's active, strategic beta and traditional index ETFs in a multi-asset mutual fund structure.

January 2018

 

Mackenzie launches new index ETFs

On January 24, 2018, Mackenzie will be launching new index ETFs that provide pure market exposure to a range of asset classes and include both equity and fixed income.

January 2018

 

Mackenzie launches new index ETFs

On January 29, 2018, Mackenzie will be launching the following new index ETFs.

January 2018