Mackenzie Private Wealth Counsel is a well established service for high net worth clients seeking a deeply personalized wealth management platform. A minimum of $500,000 of investable assets across qualified family accounts is required.
Mackenzie Private Wealth Counsel offers dedicated services for an advisor to meet the unique needs of clients.
For the investor, Mackenzie Private Wealth Counsel offers
- Consolidated household portfolio construction, risk assessment, rebalancing and investment review
- One-on-one tax and estate planning
- Philanthropic planning
- Account supervision, oversight and management
- Specialized reporting
- Comprehensive and convenient tax reporting
Additional advisor benefits
- Administrative support with a dedicated Account Manager
- Fully customized portfolio monitoring and rebalancing
- Clear and comprehensive reporting that can be consolidated at the household level
- A household level investment review with investment policy tax efficiently implemented for a client’s entire household
Access to our professionals for support
As part of the Mackenzie Private Wealth Counsel, advisors can benefit from specialized, dedicated support from our various professionals.
Customized Portfolio Construction & Oversight
Work with an experienced investment professional specializing in private investor portfolio construction, gaining access to portfolio modeling and investment oversight through Mackenzie Portfolio Architecture Service.
Tax and Estate Planning
Mackenzie Investments employs an experienced team of tax and estate experts to provide online thought leadership, solutions to difficult tax challenges, and personalized Tax and Estate Summary Reports for Mackenzie Private Wealth Counsel clients.
Guided by Mackenzie Investments’ philanthropy experts, Mackenzie Investments Charitable Giving Fund is a unique and highly effective means for investors in Mackenzie Private Wealth Program to meet their long-term philanthropic goals.
Take advantage of online practice management guidance, video-based tutorials and, where qualified, one-on-one business coaching with our practice management lead.
Mackenzie Private Wealth Counsel is suited to two ways of managing your business.
Mackenzie Portfolio Architecture Service (PAS)
Mackenzie Portfolio Architecture Service takes a rigorous, institutional-style approach to investment management, with capital preservation as the starting point. Collaborate with an experienced Mackenzie investment professional to structure a custom portfolio.
Mackenzie Open Architecture Service (OAS)
Build and manage custom client portfolios with as little or as much support from our wealth management professionals. Select from a fully diversified investment platform upon which to construct your portfolios.
When using Mackenzie Open Architecture Service, use the Investment Policy Statement (IPS) tool. By simply entering your client's information and clicking on your preferred selections, the IPS tool quickly generates a customized ready-to-print report.
Want to find out more?
For more information about Mackenzie Private Wealth Solutions, contact your Sales team.