.svg){kind=logo}
.svg){kind=logo}
Mackenzie Dealer Relations
Supporting dealers with our latest insights, education and communications
Featured content
Advisor education
1/
1/
Expert insights
2025 Tax planning – Quick reference guide
Learn moreRegulatory roundup: Registered Disability Savings Plan (RDSP) withdrawal
The following information will provide you with a guideline to the RDSP withdrawal process.
Learn moreRegulatory 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.
Learn moreRegulatory 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.
Learn moreThe Role of automation in the investment funds industry
In our spring 2021 insight paper, we explore the role of automation in our industry and what may come next.
Learn moreDealer communication
Team Overview
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.