Mackenzie Private Wealth

Elevated solutions with elevated support

Elevated portfolio expertise

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Elevated high net worth expertise

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Elevated support

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Take your client experience to the next level

For over 20 years, Mackenzie Private Wealth has helped Canadian advisors take their practice to new heights. We support advisors with unique, all-in-one ‘elevated’ high net worth portfolio construction and wealth management expertise with truly exceptional service support.

What's new

Women and wealth

Women make up half the market, but when it comes to their finances, they are often overlooked. Research shows us that many believe the industry was designed by men for men. Isn’t it time we stepped up?

Entrepreneurs: an opportunity for advisors

Entrepreneurs represent unique challenges for advisors. Why? They tend to have an appetite for ‘extreme risk’. Find out what sets this group apart, and how to take advantage of the opportunity.

Elevated portfolio construction

As a Mackenzie private wealth advisor, you’ll have access to a dedicated portfolio manager, who is a member of the Mackenzie Multi-Asset Strategies team. If you choose this option, we will help you build modern, diversified portfolios tailored to your clients’ unique financial circumstances.

Meet our portfolio construction team

Get to know your Mackenzie Private Wealth Portfolio Managers & Multi-Asset Strategies Team.

Nelson Arruda, MFin.,MSc.,CFA

Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies Team

Investment experience since 2010

"If we can’t source one piece of the puzzle, we build it.”

Joined Mackenzie in 2017

  • Co-leads 20 professionals managing $48 billion of multi-asset, equity and alternative investment portfolios, overseeing investment research and portfolio management.
  • Has 12+ years of experience in investment research and portfolio management of multi-asset strategies, including equities, foreign exchange, sovereign debt and commodities.
  • Was head portfolio manager of the active commodities portfolio at CPP Investment Board, covering energy, agriculture and metals.

Todd Mattina, Ph.D.

Senior Vice-President, Chief Economist, Portfolio Manager, Team Co-Lead 
Mackenzie Multi-Asset Strategies Team

Investment experience since 2002

"We take small wins and add them up over time versus taking big bets.”

Joined Mackenzie in 2014

  • Co-leads 20 professionals managing $48 billion of multi-asset, equity and alternative investment portfolios, and assesses macroeconomic impacts on investments.
  • Former VP of portfolio construction, chief strategist, and chief economist at IMCO, which manages public sector funds, including Ontario Pension Board and Workplace Safety and Insurance Board.
  • Industry experience includes roles at the International Monetary Fund (economist) and CPP Investment Board (portfolio manager).

Steven Armstrong, MBA,CFA

Portfolio Manager
Mackenzie Multi-Asset Strategies Team

Steve has 10+ years of experience designing custom tailored portfolio models and solutions to the High Net Worth investor. His Academic credentials include several undergraduate degrees, one in honours business and other in business/economics.  In addition, Steve has a Master in Business Administration (specializing in corporate finance and investment) and the CFA designation.

Steve Armstrong: Quarterly Commentary

Get an in-depth analysis, and review of the market and trends that affect your business.

Updates from our Chief Economist: Todd Mattina

Keep up to date with this month’s market review and outlook.

Elevated high net worth wealth expertise

Mackenzie Private Wealth sets you apart from the competition, by ensuring you and your clients are at the front of the line when it comes to getting specialized Mackenzie portfolio construction and wealth management expertise.

Open, flexible portfolios

Mackenzie Private Wealth allows you to build and manage customized, consolidated and tax efficient household client portfolios, with as little or as much support from our investment and wealth management professionals, as desired. To construct portfolios, simply select from our fully diversified investment platform or contact us to learn more about Mackenzie Private Wealth Portfolio Models.

Elevated client conversations

At Mackenzie Private Wealth, we offer you and your clients best-in-class Insights from leading industry experts. We teamed up with Investor Economics to tackle meaningful industry topics.

Practice Management

Take advantage of online practice management guidance, video-based tutorials and, where qualified, business coaching with our practice management lead.

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Tax and Estate Planning

Our experienced team of tax and estate experts provide online thought leadership, solutions to difficult tax challenges, and personalized Tax and Estate Summary Reports for Mackenzie Private Wealth clients.

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Philanthropic Planning

Guided by Mackenzie Investments’ philanthropy experts, Mackenzie Investments Charitable Giving Fund is a unique and highly effective means for high-net-worth investors to meet their long-term philanthropic goals.

Elevated support throughout your experience

Our account managers are the first point of contact for advisors. They are there every step of the way, from prospecting to opening an account, rebalancing portfolios, and providing ongoing service and support.

Paul Allan

Vice President, Mackenzie Private Wealth
Mackenzie Private Wealth

Our secret sauce is our Account Management Team. They provide good old fashioned ‘one-on-one’ service that is truly unique to Mackenzie Private Wealth.”

An industry veteran, Pauls’ career in the financial services industry spans 35 years. At Mackenzie, Paul is responsible for the delivery, service, and administration of Mackenzie wealth management solutions – solutions that are specifically designed for independent financial advisors who serve wealthy Canadian families, and business owners.

Paula Lopes, CIM,FCSI

Director, Mackenzie Private Wealth Account Management
Mackenzie Private Wealth

“Advisors should ask women what their values are, what their aspirations and dreams are, what matters most to them. Women care about causes, and they want investing to align with their objectives.”

With an eye on delivering exceptional service and addressing advisor’s unique client needs, Paula runs her own book of account management with high-net-worth advisors, guiding them in portfolio construction, while overseeing a team of four Senior Account Managers. Her responsibilities also extend to supporting the Mackenzie Private Wealth business through collaboration with our business partners in marketing, operations and legal.

Anthony Chong

Senior Mackenzie Private Wealth Account Manager
Mackenzie Private Wealth

Having joined Mackenzie since 1995, Anthony has spent his entire bilingual career in Client Relations and Private Wealth. Anthony recognizes that his role is one of buttressing the advisor’s service capacity so that they can concentrate on making their business thrive. Advisors count on Anthony to undertake meticulous research and provide straightforward and value-dense information.

Mike Aussem

Senior Mackenzie Private Wealth Account Manager
Mackenzie Private Wealth

Mike Aussem joined the Private Wealth account management team at Mackenzie Investments in October 2006. Based in Toronto, he is the senior relationship manager with Investment Advisors.  With over 30 years of mutual fund investing, Mike has held senior levels of sales, marketing, and management positions.  He is responsible for the day-to-day portfolio service and administration of high-net-worth clients.

Glyn Morgan

Senior Mackenzie Private Wealth Account Manager, AB/BC
Mackenzie Private Wealth

Glyn brings of wealth of experience and nearly 17 years of dedicated service to Mackenzie.  He has a passion for helping advisors with their high-net-worth investor service needs and increasing their clientele.  He also enjoys working closely with Wholesaling team colleagues and their focused efforts on landing and retaining business.

Kelly Ip

Senior Account Manager at Mackenzie Private Wealth
Mackenzie Private Wealth

Kelly started with the MPW team April 2022, she is the newest member to the team situated in Vancouver.

She has had a long career with Mackenzie starting in 2001. She has a broad range of skills acquired throughout her career before embarking on her career with Private Wealth.  Kelly has gained a variety of experience ranging from brokerage back-office, retail sales, bilingual Asian client relations, inside wholesale, and supervisory. With over 20 years of investing knowledge, Kelly truly loves working with her team at Mackenzie to ensure valued advisors and clients in Private Wealth are delivered the finest service.