Retirement rewired, with your retirement partner.

Between changing demographics, low yields and increased volatility, retirement has changed. Isn’t it time the planning changed too?

Income insights

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Income solutions

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Income expertise

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Your partner in navigating the new retirement reality.

Many Canadians are finding retirement more complex than ever, as their priorities, investment needs, and even tax planning considerations evolve in this new life stage. We’re here to make it a bit easier for you and your clients to navigate this time through income insights, solutions, and expertise for the new retirement reality.

What's new

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NEW Mackenzie Retirement Reality Check 2021

How invested are Canadians in their income and plans for retirement?

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NEW Mackenzie Monthly Income Growth Portfolio

An income fund that focuses on both predictable cash flow and growth

The new retirement reality

Retirement rewired, with your retirement partner.

Between changing demographics, low yields and increased volatility, retirement has changed. Isn’t it time the planning changed too?

Income insights

Learnings that help you navigate investor sentiments and the reality ahead.

Lawn chair on blue background

NEW Mackenzie Retirement Reality Check 2021

How invested are Canadians in their income and plans for retirement?

Retiring investors present massive opportunities for you to grow and protect your business


Retirement during times of uncertainty


Mackenzie Institute

The Mackenzie Institute offers workshops, actionable tools and tips, and investor-friendly content to support your retirement conversations.

  • More Insights

    Retiring during times of uncertainty - Investor

    Rising inflation and market volatility don’t have to derail your retirement plans.

    The New Retirement Reality Infographic

    Retiree insights every advisor should know.

    The challenges of providing income in retirement

     

Income solutions

Investments focused on income, growth, and risk mitigation. 

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Retirement Income Solutions

Income, growth and risk mitigation, in one solution.

Learn more about Mackenzie Monthly Income Portfolios.

Mackenzie Monthly Income Portfolios Snapshot


Mackenzie Monthly Income Portfolios: 2020 Year in Review


How Sequence of Returns can Impact Retirement Savings


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Retirement Illustrator Tool

Our retirement income illustrator can help answer the question “Will I have enough?”.

Income expertise

Expertise answering the most common retirement questions.

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Top 10 Retirement Income Tax Strategies

The shift from accumulating wealth for retirement, to tapping into your retirement income can be confusing and for many, may have tax implications. Here are 10 retirement income tax strategies that you need to know to maximize your income in retirement. 

The Purposeful Retirement Coaching Process Workbook


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.