Dealer relations communications

Reminder: Upcoming fund mergers

Earlier this year, Mackenzie Investments proposed fund mergers to streamline its product offering. Investors have now voted to approve the changes, where applicable, which will take place on or around November 13, 2026.

November 2026

Risk rating changes for select Mackenzie mutual funds

Please note the following risk rating changes, which take effect on September 29

September 2026

Upcoming ETF events at Mackenzie Investments

We’d like to let you know about some ETF launches and name changes happening this fall.

September 2026

Upcoming fund name changes

Please note the following fund name changes, which take effect on August 18.

August 2026

Mackenzie Investments announces fund mergers

As part of our ongoing efforts to strengthen and streamline our product shelf, Mackenzie is announcing six fund mergers, which are scheduled to take place on or around November 13.

August 2026

Mackenzie GQE International Balanced Fund launching soon

On August 13, Mackenzie will launch the Mackenzie GQE International Balanced Fund.

August 2026

Dealer Relations summer 2026 newsletter

In our summer 2026 newsletter we provide an update on Mackenzie’s AI strategy, upcoming digital portals enhancements and key regulatory and Fundserv changes.

July 2026

Reopening the US dollar purchase option on Mackenzie Global Resource Fund

On March 2, Mackenzie will reopen the US dollar purchase option of Mackenzie Global Resource Fund for certain series, which are currently soft-capped.

February 2026

New ETFs launching in February

On February 17, Mackenzie Investments will launch four new exchange traded funds (ETFs). 

February 2026

Pricing changes for select Mackenzie mutual funds

At Mackenzie Investments, we're focused on delivering value to investors to help them reach their financial goals.

February 2026

Distribution frequency change for two Mackenzie Northleaf funds

We wanted to make you aware of a change in distribution frequency for the following funds.

January 2026

New series launching for Mackenzie Gold Bullion Fund

On January 22, 2026, we’ll be launching series OA for Mackenzie Gold Bullion Fund. 

January 2026

  • 2025

    Reopening US dollar purchase option on Mackenzie Precious Metals Fund

    On December 16, Mackenzie will reopen the US dollar purchase option of Mackenzie Precious Metals Fund for the series below, which are currently closed to new investments.

    December 2025

    Upcoming changes for RDSP series of Mackenzie Ivy Canadian Balanced Fund

    In October, we advised you about changes to Mackenzie Ivy Canadian Balanced Fund. On December 12, we’ll be implementing the same changes for the RDSP series of Mackenzie Ivy Canadian Balanced Fund.

    December 2025

    Dealer Relations winter 2025 newsletter

    2025 has been a year of growth, innovation, and digital transformation at Mackenzie Investments.

    November 2025

    Year-end guidelines

    Find important dates and processing deadlines to help you prepare for year-end.

    November 2025

    Introducing the Mackenzie Northleaf Multi-Asset Private Markets Fund

    Mackenzie Investments is enhancing its alternative product line-up with the launch of the Mackenzie Northleaf Multi-Asset Private Markets Fund on October 7, 2025.

    October 2025

    New ETFs launching in September

    On September 3, Mackenzie Investments will launch four new exchange traded funds (ETFs).  

    September 2025

    Upcoming fund events Mackenzie Investments

    We’d like to let you know about some fund events happening with Mackenzie’s simplified prospectus renewal, which we expect to be receipted on or about October 2, 2025.

    September 2025

    New ETFs launching in August

    On August 19, 2025, Mackenzie Investments will launch two new exchange traded funds (ETFs).

    August 2025

    Creating a better RESP experience

    With students heading back to school in the next few months, we’ve made some enhancements to our RESP resources to better support you and your advisors. The changes are designed to reduce pain points and make it easier for advisors to submit redemption requests during this busy season.

    July 2025

    ETF name changes

    Please note the following ETF name changes, which take effect on July 29, 2025 as part of Mackenzie’s Index and Active ETFs prospectus renewal.

    July 2025

    Dealer Relations spring 2025 newsletter

    In our Spring 2025 Dealer Newsletter, we share how Mackenzie is helping our clients navigate market uncertainty. As always, we want to thank you for your continued partnership, and we’re proud to work with you and your teams to create a more invested world, together.

    June 2025

    New ETFs launching in May

    On May 1, 2025, Mackenzie Investments will launch three new exchange traded funds (ETFs).

    May 2025

    Preparing for a potential Canada Post strike

    We’ve been making preparations to minimize the impact on you and your business, and we’d like to offer the following recommendations to you and your teams to help avoid processing delays or service interruptions.

    May 2025

    Name change for Mackenzie Global Tactical Bond Fund

    Please note the following fund name change, which takes effect on May 29, 2025.

    May 2025

    Upcoming fund launches at Mackenzie Investments

    Mackenzie is adding to its comprehensive suite of investment solutions with the launch of eight new mutual funds.

    April 2025

    Risk rating change for Mackenzie Income Fund

    Please note that the risk rating of Mackenzie Income Fund will change on March 18, as a result of a change to the fund’s investment strategy.

    March 2025

    Mackenzie Investments announces termination of Mackenzie Global Sustainable Dividend Index ETF and redemption of USD units of Mackenzie US Large Cap Equity Index ETF

    As part of its ongoing efforts to streamline its product shelf, Mackenzie Investments will be making the following changes on or about June 4, 2025.

    March 2025

    New US dollar settlement option for some Mackenzie funds

    On February 28, 2025, Mackenzie will launch or reopen the US dollar settlement option for certain series of some funds.

    February 2025

    Mackenzie Northleaf Global Private Equity Fund can soon be held in nominee registered plans

    Soon more retail investors will have access to private equity mandates through the Mackenzie Northleaf Global Private Equity Fund.

    February 2025