Find curated resources, easily digestible content and multimedia learning, all designed with your needs in mind.

Alternatives Education

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Sustainable Investing Education

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ETF Education

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CE Centre

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Mackenzie’s CE Centre

Find CE-accredited courses from Mackenzie’s thought leaders, designed to help you stay current with ever-changing regulatory requirements, market conditions and investor needs.

Alternatives Education

Alternative investments

What are alternative investments?


Alternatives can add value to a portfolio, with performance driven by different factors than traditional stocks and bonds

Alternative investments PDf

How do liquid alternatives apply leverage and shorting

Find out how liquid alternative strategies are implemented within a mutual fund structure, without restricting access to capital.

Alternative investments Video

How do private markets fit in your portfolio?

Private markets are a group of diverse assets that can strengthen a traditional portfolio of stocks and bonds.

Sustainable Investing Education

Starting the sustainable investing conversation

To help begin conversations with your clients about sustainable investing, here’s a short set of questions that you can ask to gauge their interest.

Continuing the sustainable investing conversation

In this article, we explore the questions that clients are likely to ask advisors about sustainable investing.

Nuclear power’s role in reaching net zero and the investment opportunities it brings

ETF Education

Introduction to tax-loss harvesting

Near the end of every year, it can be a good idea to examine your portfolio and see what has worked and what hasn’t. If one of the ETFs in your taxable account has experienced a decline, you might want to consider a tax-loss harvesting strategy.

Is your ETF made for a Canadian?

How Canadian-listed ETFs can benefit Canadian investors by reducing withholding taxes, accidental overweighting and currency fluctuations.

How to build an ETF portfolio

How to combine active and passive exchange-traded funds (ETFs) in your portfolio to provide low-cost potential for market outperformance.