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

Insights

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

Infographic: The New Retirement Reality

The challenges of providing income in retirement

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

10 retirement income tax strategies that you need to know

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 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.