Mackenzie Dealer Relations

Supporting dealers with our latest insights, education and communications

Advisor Education

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Expert Insights

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Dealer Communications

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Featured Content


Electronic Processing Agreement (EPA) Transaction Guide


First Home Savings Accounts (FHSA) at Mackenzie Investments


Registered Disability Savings Plan (RDSP) Withdrawal


Dealer Relations spring 2024 newsletter

Advisor Education

Regulatory and service mailings to clients

View samples of letters sent to clients about their accounts

RESP contribution allocation guide

Get ready for tax season

Learn about important dates, deadlines and tax slip schedules.

Correcting RESP administrative errors

Expert Insights

Regulatory Roundup: Registered Disability Savings Plan (RDSP) Withdrawal

The following information will provide you with a guideline to the RDSP withdrawal process. 

Regulatory Roundup: TCR Enhancements

A timeline on TCR Enhancements. 

Regulatory Roundup: FATCA and CRS

The following information is intended to provide background information on the requirements for financial industry professionals regarding FATCA/CRS reporting requirements. This may assist you and your clients when investors have foreign tax reporting obligations.

Regulatory Roundup: CSA and SEC move forward towards T+1

Mackenzie is currently an active participant in various industry working groups on T+1 changes and how they impact the financial industry in Canada. We are closely monitoring the guidance from regulators and anticipating transitioning to T+1 within 2024 for our qualifying funds.

Dealer communication

Upcoming fund events at Mackenzie Investments

We’d like to let you know about some Mackenzie fund events that will take effect on July 30, 2024.

July 2024

Coming soon… US dollar purchase option for Mackenzie World Low Volatility Fund

On July 2, Mackenzie will launch the US dollar purchase option of Mackenzie World Low Volatility Fund.

June 2024

Team Overview

Jackie Laser

VP, Dealer Relations & Operations

Paul Boddaert

AVP, Business Enablement & Industry Relations

Anthony Gomes

Senior Manager

Dale James

Account Manager

Guy Thierry Kalonji, MBA

Account Manager

Joe Riccio

Account Manager

Ani Saraphanian

Account Manager

Prajnya Anauth

Account Manager

Garner MacFarlane

Account Manager

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.