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Mackenzie Private Wealth Guidebook
Elevated solutions with elevated support.
Mackenzie Private Wealth
Elevated solutions with elevated support
Elevated portfolio expertise
Learn moreElevated high net worth expertise
Learn moreElevated support
Learn moreTake your client experience to the next level
For over 20 years, Mackenzie Private Wealth has helped Canadian advisors take their practice to new heights. We support advisors with unique, all-in-one ‘elevated’ high net worth portfolio construction and wealth management expertise with truly exceptional service support.
What's new
Elevated portfolio construction
As a Mackenzie private wealth advisor, you’ll have access to a dedicated portfolio manager, who is a member of the Mackenzie Multi-Asset Strategies team. If you choose this option, we will help you build modern, diversified portfolios tailored to your clients’ unique financial circumstances.
Elevated high net worth wealth expertise
Mackenzie Private Wealth sets you apart from the competition, by ensuring you and your clients are at the front of the line when it comes to getting specialized Mackenzie portfolio construction and wealth management expertise.
Elevated client conversations
At Mackenzie Private Wealth, we offer you and your clients best-in-class Insights from leading industry experts. We teamed up with Investor Economics to tackle meaningful industry topics.
Our thought leadership
Elevated support throughout your experience
Our account managers are the first point of contact for advisors. They are there every step of the way, from prospecting to opening an account, rebalancing portfolios, and providing ongoing service and support.
Steven leads the Mackenzie Private Wealth team and is based in Toronto. With over a decade of experience working with Canada’s largest financial institutions, he draws on a wide array of experience. He specializes helping advisors grow their businesses by delivering products and solutions for high-net-worth clients. He earned a BAdmin (Honours) from Wilfrid Laurier University, with a concentration in Finance.
Glyn brings a wealth of experience with almost two decades of dedicated service to Mackenzie and is based in Vancouver. He has a passion for helping advisors build their businesses by provide the services their high-net-worth clients need. He also enjoys working closely with his Wholesale team colleagues and their focused efforts on building and maintaining strong relationships with advisors.
Kelly has about two decades of experience working in the financial industry and is based in Vancouver. She brings a broad range of experience to Mackenzie Private Wealth, ranging from brokerage back-office, retail sales, bilingual Asian client relations, inside wholesale and supervisory. Kelly truly loves working with her team at Mackenzie to ensure valued advisors and clients receive the finest service.
Miguel joined the Mackenzie Private Wealth team in April 2024 and is based in Toronto. He brings more than five years of wealth management experience. During his tenure as an Advisor with TD Private Wealth, Miguel successfully built and managed his book of business. He brings an array of experience and knowledge of the investment industry and the skillset for building a thriving business.
Ramiro Cardenas, CFA®,CAIA®
Senior Account Manager, Mackenzie Private Wealth
Mackenzie Private Wealth
Ramiro joined the Private Wealth team in April 2023 and is based in Montreal, servicing English- and French-speaking advisors. He has over 5 years of experience in the mutual fund industry. He is passionate about working with financial advisors to help their high-net-worth clients achieve their unique individual investment goals. Ramiro is a CFA and CAIA charter holder.
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.
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.