Client Materials

Help your clients become better investors

By sharing resources that can help educate them on important the aspects of investing and planning for their financial future.

In this section you will find investor-friendly materials designed to be downloaded and shared with your clients on a variety of topics including: investing fundamentals, how our products & solutions fit within their portfolio, important aspects of their tax & estate, retirement planning and more.

Investing Fundamentals

Investor Insight Article

Real Return of a GIC

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Investor Insight Article

Why choose a Bond Fund over a GIC

 

Investor Insight Article

Dividend Investing: Tried and True, for a Reason

 

E-Book PDF

Market Volatility

 

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Mackenzie Products & Solutions

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E-Book PDF

Market Volatility

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E-Book PDF

Navigating Volatile Markets

 

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Investor Insight Article

The ride up is usually bigger than the ride down

 

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Investor Insight Article

Markets move higher over time but expect a few bumps

 

Tax & Estate Planning

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Investor Education Article

Mackenzie fees and mutual fund investing: the facts

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Investor Education Article

Five steps to hiring the right financial advisor

 

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E-Book PDF

Mutual fund investing: facts about cost

 

Retirement

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Investing Concepts Investing Fundamentals

Invest for the long term

Demographic

Investing Concepts Investing Fundamentals

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