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Group plans
For over 35 years, Mackenzie Investments has offered specialized support for advisors working in the Group Plans market.
Your set-up guide
Featured content
Advisor Guide
This guide provides the information you need to understand group plan basics and to build your business.
Learn moreEmployer Guide
Group plans are an important part of an attractive total compensation package and are the key to attracting top talent.
Learn moreFrequently asked questions
If you’re new to group plans, you’re bound to have questions. We have your answers.
Learn moreGetting started with Mackenzie Group Plans
A step-by-step guide to group plans, from prospecting and qualifying potential sponsors, to plan opening and maintenance.
Learn moreAdvisor resources
Accounts - Quick reads
Group Tax-Free Savings Account (TFSA)
Plan sponsor resources
Employee resources
Team overview
Group plan support
For administrative-related inquiries, including report requests
Telephone: 1-800-665-0513
Hours: Monday to Friday 8:30 am to 6 pm (ET)
Email: groupadmin@mackenzieinvestments.com
Fax: 1-866-766-6623
Group plan sales support
For any sales inquiries, new opportunities, or questions to review existing plans