Preferred Pricing
Mackenzie’s Preferred Pricing Service is designed to ensure that an investor automatically benefits from reduced costs,once their wealth reaches $100k.
Private Wealth Solutions
Affluent investors have unique needs that require exclusive service. Mackenzie Investments is committed to providing superior products and solutions that meet those needs.
Mackenzie Private Wealth Solutions offer affluent investors the following key benefits:
- Exclusive investments to meet your financial goals, including capital preservation, growth and income.
- Householding benefits for easy access into the Private Wealth Solutions Program.
- Tax-efficient investment options for building wealth and providing cash flow.
- Tax and estate guidance from a dedicated team of professionals and philanthropic planning.
- Enhanced reporting.
- High-water mark, providing cost protection against downward market movements.
- Personalized portfolio rebalancing.
- Automatic linking of accounts.
- Comprehensive proposal with fee information and portfolio analytics.
Investor Resources
Advisor Resources
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.