Client Materials

Resources that keep your clients on track towards their long-term financial goals

This section contains investor-friendly materials that provide key insights into investor behaviour, how our products fit within portfolios and educational materials.

Investing Fundamentals

E-Book PDF

Navigating volatile markets

Share this e-book of insights from thought leaders to help your clients navigate challenging markets.

E-Book PDF

Investor's guide to market volatility

Share this guide to help your clients see how markets have remained resilient despite short-term volatility.

Insight PDF

Dividend investing: Tried and true, for a reason

Help your clients see why compounding dividends has historically supported  long-term portfolio growth.

 

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Insight PDF

Invest for the long term

See how long-term investors have seen their portfolios bounce back following sharp declines.

Mackenzie Products & Solutions

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Insight PDF

Why you may benefit from an unconstrained fixed income solution

Take an unconstrined approach to your fixed income allocation with the Mackenzie Unconstrained Fixed Income Fund.

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Insight PDF

Investing for the new decade

See how the Mackenzie US All Cap Growth Fund identifies companies that can sustain their growth in many macroeconomic environments.

 

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Brochure Article

Monthly Income Portfolios brochure

Help your clients see how Mackenizie Monthly Income Portfolios can help provide predictable income for a secure retirement.

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Insight PDF

The opportunity with alternatives

Understand how liquid alternative investments can bring true diversification and increased stability to your clients' portfolios.

Tax & Estate Planning

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insight PDF

2020 Tax Facts

A breakdown of combined federal and provincial marginal rates, by province for the tax year 2020.

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Investor Guide pdf

Charitable Giving Investor Guide

Show your clients how they can easily give to the causes they care about through their estate.

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Prospecting Tool PDF

Talking to your clients about an RDSP

A guide to help you start the conversation with clients who may benefit from an RDSP.

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Investor Guide PDF

RDSP Investors Guide

This brochure explains the main features of the RDSP and provides examples to illustrate how they can best be used.

Retirement

Infographic PDF

2020 Retirement Reality Check

Read our 2020 report for a comprehensive overview of the new retirement realities Canadians are facing.

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Infographic PDF

The new retirement reality

Share our new infographic that helps illustrate a new approach for retirement planning.

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Topic Paper PDF

How the sequence of returns can impact your retirement savings

See some scenarios that help illustrate the risk of running out of savings during retirement.

 

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Brochure PDF

Mackenzie Monthly Income Portfolios

See how our Monthly Income Portfolios can help address the challenges Canadians are facing in retirement.