Client Focused Reforms

Helping you know your Mackenzie product

At Mackenzie we're on a mission to create a more invested world. Part of this focus means continuing to make investments easier to understand and helping you navigate KYP requirements through expert insights, digital tools, education hubs and learning events.
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Webinar

Client Focused Reforms webinar

The most recent Client Focused Reforms came into effect December 31, 2021, with the aim of improving the client/advisor relationship and ensuring client interests always come first. Are you ready? Watch as Rhonda Goldberg, Mackenzie’s EVP and General Counsel unpacks what you need to know about these reforms. And, hear more from Alfredo Di Costa, our Director, Practice Management, about the tools and resources available to support your transition.

Business graphs and charts on table. Financial development, Banking Account, Statistics

Fund Facts

Simplified documents to help you understand and explain the merits and risks of each series of Mackenzie mutual funds and ETFs you recommend.

Business graph and magnifying glass on table. Financial development, Economy, Statistics

Fund Finder

Filter by structure, asset class and fund series to find the investments that suit your clients, as well as fund codes and fees.

Business graphs, charts on table. Financial development, Banking Account, Statistics

Express pages

Looking for a quick, 1-page overview of a specific fund? Here you’ll find condensed profiles for all Mackenzie funds.

Precision Analytics

With Precision Analytics you can use the latest market data to research investments, compare performance and create customized reports for your clients. If you do not have a Mackenzie Account you can easily sign up to start using Precision Analytics today!

Education

Helping you stay at the forefront of our industry, keeping you informed and educated so you can continue to demonstrate what the true value of advice can bring to all Canadians. 

Alternatives education centre

Mackenzie is on a mission to make alternatives education accessible. Here, you’ll find curated resources, easily digestible content and multimedia learning, all designed with your needs in mind.

Mackenzie Institute Education

Your destination for the latest insights, analysis, tools and resources designed to help construct portfolios and build your business


This page is intended for informational purposes only to assist advisors with relevant know-your-product (“KYP”) information relating to Mackenzie Funds and is not exhaustive of any KYP information that may be required under securities laws. For a summary of the risks of an investment in a particular Mackenzie Fund, please see the specific risks set out in the Fund's prospectus. Advisors are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for their clients, based on their investment objectives and personal and financial situation.