Advisor tools and calculators

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Precision Analytics

Access Precision Analytics to research and compare Canadian mutual funds and ETFS to build better client portfolios.

Retirement Illustrator

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Mackenzie Series T Calculator

The Mackenzie Series T Calculator helps you illustrate the many benefits of Series T compared to traditional systematic withdrawal plans.

Mackenzie Open Architecture Service IPS Tool

Designed for Mackenzie Investments' Open Architecture Service, this tool is a fast and efficient way to outline investment objectives and detail the overall investment strategy in a customized investment policy statement.

Mackenzie Tax and Estate Planner

This powerful online tool provides you with personalized strategies to help you with your clients' tax and estate planning objectives.

 

Monthly Income Portfolio Builder

Use the Monthly Income Portfolio Builder to help you choose between two monthly income portfolios and automatically generate a customized Investment Policy Statement (IPS).