Dealer Relations Communications

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.

A reminder that the transfer agency for Greenchip Global Equity Pool will transition from RBC I&TS to Mackenzie Investments on October 31, 2022.

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 February 8, 2022, Mackenzie Investments will launch the Mackenzie Emerging Markets Equity Index ETF (TSX: QEE). 

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.  

On January 24, we’ll launch two new funds managed by the award-winning Mackenzie Bluewater team.

Mackenzie is expanding its suite of investment solutions with the launch of five new mutual funds.

Launching October 19 and November 4

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.

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.
 

May 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

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

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

March 2021

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

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

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

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

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

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

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

August 2020

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

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

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

May 2020

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

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

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

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

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

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

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

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

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

September 2019

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

August 2019

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

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 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

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

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

June 2019

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

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

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

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

January 2019

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 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

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

September 2018

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

September 2018

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

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

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

June 2018

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

May 2018

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

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

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

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

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

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

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

January 2018