Access resources including tools, client materials, applications and forms


Drive success with our free online tools like the Precision Analytics platform and calculators designed for advisors. 

Precision Analytics

Harness the power of Precision Analytics

Canada’s universe of mutual funds and ETFs can be overwhelming. Precision Analytics’ unbiased insights and analysis empower you build portfolios with confidence.

Retirement Illustrator

Use this illustrator to show your clients how combining portfolio building blocks can help to provide the income, growth and risk mitigation they are looking for.

Mackenzie Series T Calculator

The Mackenzie Series T Calculator helps you illustrate the many benefits of Series T compared to traditional systematic withdrawal plans.

Client Materials

Insight PDf

Why you need global dividends in your portfolio

See how the Mackenzie Global Dividend Fund can provide durable growth over time.

E-Book PDf

2020 year-end tax strategies you need to know

See how new and existing tax changes can effectively reduce your clients’ 2020 tax bill.

Insight PDf

2021 Tax Facts

A breakdown of combined federal and provincial marginal rates, by province for the tax year 2021.

Infographic PDf

The new retirement reality

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

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.