Preferred Pricing

Mackenzie’s Preferred Pricing Service is designed to ensure that an investor automatically benefits from reduced costs, once their wealth reaches $100k.

Key Benefits

  • Automatic conversion into Private Wealth series once $100,000 of household assets with Mackenzie is reached.
  • Mackenzie’s aggregation and householding policies are among the most flexible in the industry.
    • Combine all of your Mackenzie assets across multiple funds, series and class levels to qualify for the minimum investment eligibility into Private Wealth series.
    • Receive price reductions sooner by combining your assets with family members who live with you.
  • High-water mark, providing cost protection against downward market movements by locking in the highest market value your clients’ portfolio has reached net of redemptions.
  • Automated linking of accounts.
  • Comprehensive proposal with fee information and portfolio analytics.
  • Available in embedded (PW), un-bundled (PWX) and fee-for-service (PWFB) series where Mackenzie facilitates the collection of the advisor service fee.

Real Savings

Once in a Private Wealth series, investors will receive one low price, regardless of account size.

Looking for fee-based series option? Find out more.

Contact your Financial Advisor for more information.