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.
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.
This should not be construed as legal, tax or accounting advice. This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique. We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate. There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise. We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document. Please consult your own legal and tax advisor.