Mackenzie Events | Mackenzie Investments

Mackenzie Events

Live Webcast: Current Opportunities in Pension-Style Investing

Join our Multi-Asset Strategies Team as they discuss strategies to help navigate changing markets and how you can use Mackenzie's Symmetry Portfolios' pension-style investing to help your clients reach their goals.

October 24th, 2019

Live webcast: CSA Regulatory Reforms

On October 3rd, the Canadian Securities Administrators (CSA) published Reforms to Enhance the Client-Registrant Relationship (Client Focused Reforms).

October 10th, 2019

Live Webcast: Sustainable, Responsible and Impact (SRI) Investing 2019

As more and more clients seek to align their investments with their values, demand for Sustainable, Responsible and Impact (SRI) investment solutions continues to grow. Find out what you need to know to stay competitive with your clients’ changing needs.

During this live webcast, you’ll learn how Mackenzie’s SRI solutions can meet the evolving needs of your clients looking to invest in change.

August 2019

Mackenzie 2019 Due Diligence – Better Together

We know how important it is for you to gain insights and share your views with those who are managing money on behalf of your clients.

Learn more about Mackenzie Investments' 2019 Due Diligence events.

Federal Budget 2019

  • Frank Di Pietro, Assistant Vice President, Tax & Estate Planning
  • Rebecca Cicco, Director, Tax & Estate Planning
  • Alex Bellefleur, Chief Economist and Strategist, Mackenzie Multi-Asset Strategies Team

March 19, 2018

Market Outlook: January 2019

  • Alex Bellefleur, M.Econ., CFA, Chief Economist and Strategist Mackenzie Multi-Asset Strategies Team
  • Steve Locke, MBA, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Fixed Income Team
  • Dina DeGeer, MBA, CFA, Head of Mackenzie Bluewater Team
  • Phil Taller, CFA, Head of the Mackenzie Growth Team
  • Darren McKiernan, CFA, Head of the Mackenzie Global Equity & Income Team

December 2018

Elevating Core Positions with Liquid Alternatives Webcast

  • Alain Bergeron, CFA, Senior Vice President, Leading Portfolio Manager, Head of Mackenzie Asset Allocation Team
  • Nelson Arruda, CFA, Vice President, Portfolio Manager, Head of Mackenzie Asset Allocation Team
  • Steve Locke, MBA, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Fixed Income Team
  • Richard Weed, CFA, Senior Vice President, Portfolio Manager, Head of Mackenzie Systematic Strategies Team

June 20, 2018

Federal Budget 2018

  • Frank Di Pietro, Assistant Vice President, Tax & Estate Planning
  • Rebecca Cicco, Director, Tax & Estate Planning
  • Todd Mattina, Chief Economist and Strategist, Mackenzie Asset Allocation Team

February 28, 2018

Mackenzie ETF Portfolios Webcast

  • Anthony Chouinard, Vice President, ETFs
  • Allan Seychuk, Senior Investment Director, Asset Allocation
  • Damon Murchison, Executive Vice President, Head of Retail Distribution

February 21, 2018

Succession Planning Involving Real Estate

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

Planning for people with disabilities

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

Fee-based Roadmap

  • Larry Distillio, Assistant Vice President, Practice Management

Mastering Your Referral Process

  • Larry Distillio, Assistant Vice President, Practice Management

Severance Planning

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

Pension Income Splitting

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

How to Win Affluent Clients

  • Larry Distillio, Assistant Vice President, Practice Management

Americans in Canada

  • Carol Bezaire, Vice President, Tax, Estate & Strategic Philanthropy

The Consistent Approach of Mackenzie Ivy Style

  • Paul Musson, Portfolio Manager, Head of Mackenzie Ivy Team
  • Matt Moody, Portfolio Manager
  • James Morrison, Associate Portfolio Manager