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
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
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 September
On September 3, Mackenzie Investments will launch four new exchange traded funds (ETFs).
September 2025
New ETFs launching in August
On August 19, 2025, Mackenzie Investments will launch two new exchange traded funds (ETFs).
August 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
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
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
Name change for Mackenzie Global Tactical Bond Fund
Please note the following fund name change, which takes effect on May 29, 2025.
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
New ETFs launching in May
On May 1, 2025, Mackenzie Investments will launch three new exchange traded funds (ETFs).
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
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
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
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.
On December 16, Mackenzie will launch two new mutual funds to enhance its product line-up.
December 2024
Name change for Mackenzie Diversified Growth Fund
We’d like to let you know about the following fund name change that will take effect on December 9, 2024.
December 2024
Changes to Quebec Life Income Fund (LIF) withdrawals
Earlier this year, the Government of Quebec approved rule changes to Quebec-regulated LIF withdrawals, which will take effect on January 1, 2025.
November 2024
Year-end Guidelines
Here you’ll find important dates and processing deadlines to help you prepare for year-end.
November 2024
Dealer Relations winter 2024 newsletter
In our 2024 Winter Newsletter, we reflect on a year of progress at Mackenzie Investments. Thank you for your continued partnership, and we look forward to a successful 2025 together!
November 2024
Preparing for a potential Canada Post strike
As you may be aware, Canada Post is facing a possible strike situation. We’ve been making preparations to minimize the impact on you and your business.
November 2024
Reminder: Upcoming fund merger and termination
Earlier this year, Mackenzie Investments proposed a fund merger and a fund termination to streamline and strengthen its product offering. These changes have been approved by investors and will take place on or about October 11, 2024.
October 2024
Coming soon… an enhanced sign-in process for AdvisorAccess and InvestorAccess
Mackenzie is invested in supporting your business by modernizing and updating the sign-in for our account inquiry portals, AdvisorAccess and InvestorAccess.
October 2024
Reminder: Upcoming fund mergers
Earlier this year, Mackenzie Investments proposed some fund changes to streamline and strengthen its product offering. Investors have now voted to approve these changes, which will take place on or around September 27, 2024.
September 2024
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 around October 2, 2024.
September 2024
Updated Mackenzie multi-plan application
Please note that Mackenzie has made minor changes to its multi-plan application. We’ve simplified some of the language and formatting to ensure the application is clear and easy to understand.
August 2024
Upcoming ETF launches at Mackenzie Investments
Mackenzie is enhancing its product line-up with the launch of four new ETFs, available as of September 10, 2024.
September 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
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
Reopening US dollar purchase option on Mackenzie Global Equity Fund
On June 19, Mackenzie will reopen the US dollar purchase option of Mackenzie Global Equity Fund for several series.
June 2024
Fund line-up changes at Mackenzie Investments
We’d like to provide you with an update on some fund events we announced earlier this year and let you know about some new proposed changes.
June 2024
Dealer Relations spring 2024 newsletter
In our Spring 2024 newsletter, we cover key topics such as Mackenzie sustainable investing, our new AI-powered search engine, regulatory changes, and Fundserv updates. We remain committed to supporting your business amidst a changing environment and thank you for your support as we create a more invested world, together.
June 2024
Series O launching for Mackenzie Northleaf OM funds
Starting June 11, 2024, a number of offering memorandum funds will now offer series O for eligible investors.
June 2024
Introducing the Mackenzie Emerging Markets ex-China Equity Fund
On April 25, Mackenzie will launch the Mackenzie Emerging Markets ex-China Equity Fund, which aims to provide long-term capital growth by investing primarily in equity securities of companies in emerging markets, excluding China.
April 2024
Introducing the Mackenzie Global Corporate Fixed Income Fund
On June 13, Mackenzie will launch the Mackenzie Global Corporate Fixed Income Fund.
June 2024
Upcoming transition to T+1 settlement cycle at Mackenzie Investments
On May 27, 2024, Mackenzie will move from T+2 to T+1 settlement for all mutual funds, exchange traded funds, and segregated funds.
April 2024
Updates to RESP and RDSP applications and forms
As we communicated earlier in our winter newsletter, Mackenzie has updated its applications for RESPs and RDSPs to align with Employment and Social Development Canada (ESDC) data collection practices.
April 2024
Introducing the Mackenzie Emerging Markets ex-China Equity Fund
On April 25, Mackenzie will launch the Mackenzie Emerging Markets ex-China Equity Fund, which aims to provide long-term capital growth by investing primarily in equity securities of companies in emerging markets, excluding China.
April 2024
Mackenzie Investments proposes changes to its fund line-up
As part of our ongoing efforts to strengthen and streamline our product shelf, Mackenzie Investments is proposing some changes that would take effect on or around June 21, 2024.
March 2024
Mackenzie Investments announces fund and ETF terminations
As part of its ongoing efforts to streamline its product shelf, Mackenzie Investments will be terminating the Power Sustainable China Ascent Fund and the Mackenzie Portfolio Completion ETF.
As part of our year-end activities, Mackenzie will be closing series of some funds that have been fully redeemed and are no longer offered under a simplified prospectus.
December 2023
Amendments to Rule H1 for Pre-Authorized Chequing (PACs)
As previous noted in our Winter Newsletter, additional changes to the Canadian Payments Association's Rule H1 will come into effect on January 1st, 2024.
December 2023
2023 Winter newsletter
It’s that time of year once again – a time to reflect on our shared efforts and achievements and to express our sincere thanks and gratitude.
December 2023
New ETFs launching in November
On November 20, 2023, Mackenzie Investments will launch four new ETFs, including a suite of three government bond ETFs and a single-ticket equity solution in the Mackenzie All Equity Allocation ETF.
November 2023
First Home Savings Accounts (FHSA) at Mackenzie Investments
In June, we began accepting First Home Savings Accounts (FHSA) for nominee plans, allowing prospective first-time Canadian home buyers to save for their first home, tax-free. On November 21, 2023, FHSAs will be available for Mackenzie-administered accounts (client name accounts).
November 2023
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 around October 3, 2023.
October 2023
REMINDER: Cancellation of Saskatchewan Advantage Grant for Education Savings (SAGES)
The Government of Saskatchewan announced in their 2022-23 fiscal year provincial budget the wind up of the SAGES program. The program has been paused for several years and no new payments or deposits have been received.
August 2023
Mackenzie Northleaf Private Credit Fund and Mackenzie Northleaf Private Credit Interval Fund can now be held in registered plans
Soon more retail investors will have access to private credit mandates through the Mackenzie Northleaf Private Credit Fund and Mackenzie Northleaf Private Credit Interval Fund. Starting June 30, 2023, these funds can be held in all nominee registered account types.
June 2023
Introducing the Mackenzie USD Global Dividend Fund
On June 22, Mackenzie will launch the Mackenzie USD Global Dividend Fund.
June 2023
Reminder: Upcoming fund mergers and terminations
Earlier this year, Mackenzie Investments announced a series of fund mergers and terminations to streamline and strengthen its product offering. Investors have now voted to approve these changes (where applicable), which will take place on or about June 16, 2023.
June 2023
Dealer Relations spring 2023 newsletter
We’d like to thank you for your support and partnership during this past RRSP and tax season. It’s been a busy time as we work together to prepare for upcoming Fundserv enhancements and regulatory changes.
April 2023
Preparing for the upcoming DSC ban for segregated fund contracts
To help you prepare, we want to let you know about the steps Mackenzie will be taking to comply with the new regulations.
April 2023
Introducing the Mackenzie Corporate Knights Global 100 Index Fund and Mackenzie Corporate Knights Global 100 Index ETF
In April, Mackenzie will launch the Mackenzie Corporate Knights Global 100 Index Fund and Mackenzie Corporate Knights Global 100 Index ETF.
April 2023
Upcoming changes: Mackenzie Northleaf Global Private Equity Fund
We would like to announce some upcoming changes on the Northleaf Global Private Equity Fund.
As part of our ongoing efforts to strengthen and streamline our product shelf, Mackenzie Investments will be making the following changes, subject to investor approval where applicable. The following fund mergers will take place on or about June 16, 2023.
2022 has been an eventful year. At Mackenzie, we’ve been focused on helping Canadians navigate market turbulence with portfolio diversification and inflation-resilient products. As always, we want to thank you for your help in supporting our launches and product events, and the work you’ve done to ensure their success.
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 around October 3, 2022.
In 2020, Mackenzie Investments acquired Greenchip Financial Corporation, including the Greenchip Global Equity Pool and its investors. On October 31, 2022 the transfer agency for this fund will transition from RBC to Mackenzie.
On September 8, Mackenzie will enhance its suite of investment solutions with the launch of the Mackenzie Inflation-Focused Fund and the Mackenzie USD US Mid Cap Opportunities Fund.
A reminder that Mackenzie will close the Mackenzie TFSA High Interest Cash Builder to all new investments, including systematic purchase plans, at 4:00 ET on September 9, 2022
On September 9, 2022, Mackenzie will be hard capping the Mackenzie TFSA High Interest Cash Builder, a deposit product offered by B2B Bank® exclusively for Tax Free Savings Accounts.
As you know, Mackenzie will stop selling deferred sales charge (DSC) and low load (LL) purchase options as of June 1 in accordance with the Canadian Securities Administrators’ ban.
On January 31, 2022, Mackenzie Investments will add another innovative investment solution to its product line-up with the launch of the Mackenzie Northleaf Private Credit Interval Fund.
We would like to provide you with information on upcoming fund events, subject to receipt of the Mackenzie Investments Mutual Funds Simplified Prospectus.
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.
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.
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.
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.
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.
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.
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.
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.
Mackenzie Investments has proposed the following fund changes, which are expected to take effect on or around June 4, 2021, subject to certain approvals.
On January 22, 2021, Mackenzie Investments will expand its line-up of alternative products with the launch of the Mackenzie Northleaf Private Credit Fund.
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