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?

Retirement Leaders

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Retirement Income Solutions

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Retirement Education

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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. Mackenzie offers retirement solutions, insights, and tools for the new retirement reality.

Infographic: The New Retirement Reality

Retiree insights every advisor should know

Retirement Leaders

We think differently about retirement. Advisors who work with us have access to the investment expertise and insight they need to address the new retirement reality.

Learn more about the Mackenzie Multi Asset Strategies Team

Retirement Income Solutions

We offer a broad range of retirement income investment options, including our Monthly Income Portfolios, and the portfolio construction expertise to help you put it all together.

Learn more about Mackenzie Monthly Income Portfolios

Retirement Education

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

Register for our Retirement Income Workshop (Advisors only)

Retirement Resources


Monthly Income Portfolios: 2020 year in review

Mackenzie Retirement Reality Check 2020 : Read our new report to understand the new retirement realities Canadians are facing

Market Insights: “Lower for longer” interest rates and the implications for retirement portfolios

How the sequence of returns impacts your retirement savings

Your Retirement Planning Guide

Infographic: The New Retirement Reality

Investment Solutions

About Mackenzie Monthly Income Portfolios

Mackenzie Monthly Income Portfolios Snapshot

Mackenzie Income Fund Snapshot

Mackenzie Strategic Income Fund Snapshot

Mackenzie Global Strategic Income Fund Snapshot

Tax & Estate Planning

Mackenzie’s Retirement Income Planner Worksheet

Converting Your RRSP to a RRIF

Understanding Pension Income Amounts

Income Splitting Strategies

How a trust can safeguard your family’s wealth

Talk to your Mackenzie representative for more information on our retirement solutions.

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The content of this webpage (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. This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor. The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the fund or returns on investment in the fund. This document may contain forward-looking information which reflect our or third party current expectations or forecasts of future events. Forward-looking information is inherently subject to, among other things, risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed herein. These risks, uncertainties and assumptions include, without limitation, general economic, political and market factors, interest and foreign exchange rates, the volatility of equity and capital markets, business competition, technological change, changes in government regulations, changes in tax laws, unexpected judicial or regulatory proceedings and catastrophic events. Please consider these and other factors carefully and not place undue reliance on forward-looking information. The forward-looking information contained herein is current only as of September 2020. There should be no expectation that such information will in all circumstances be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.