Mackenzie Investments

Avg. Rating: 5.0 (2 reviews)

Mackenzie Investments offers comprehensive investment solutions through its own investment teams as well as subadvisor channels. The investment management group has over $137.5 (CAD) Billion in assets-under-management. Its investment solutions include tax and estate planning, private wealth management solutions, and access to savings as well as retirement accounts. Investors can open different types of investment accounts with Mackenzie Investments, including RDSPs, RESPs, RRIFs, RRSPs, TFSAs, and Locked-In plans. Investors can choose suitable investments among a wide range of mutual funds and ETFs under Mackenzie Investments’ suite of investment solutions.

TIME IN BUSINESS: Since 1967
# OF CUSTOMERS: Over 1M

1-866-523-5302

180 Queen Street West Toronto, ON M5V 3K1 Canada

Call Center: Monday to Friday 9am to 6pm (ET)

Support Offered:

Phone
Email
Social Media
Mackenzie Institute
Blog
AdvisorAccess
InvestorAccess

Availability: All of Canada

Products Offered

Below are all the products offered by this company.

Investments:

Mutual Funds
ETFs
Fixed Income
Equities
Balanced Funds
Mutli-asset Solutions
Alternative Investments
Maximum Diversification Investing
Sustainable, Responsible and Impact Investing

Financial Services:

Mackenzie Charitable Giving Program
Tax & Estate Planning
Private Wealth Counsel
Private Wealth Solutions
Accounts
Additional Services
AdvisorAccess

Pricing:

All products and services are priced separately

Articles About Mackenzie Investments

The 7-Step Starters Guide on How to Invest in Stocks

By Marissa Anwar

Marissa Anwar is a NYC and Toronto based executive with Ph.D in Genetics, and is the Managing Director of Thirty Six Montsh; one of the first personal finance sites in Canada. Her extensive corporate background includes stints in bio-tech, telecommunications, UNTWO, blockchain, (named one of the top 8 women in Blockchain in 2018), influencer marketing (launched influencer marketing projects for credit card companies and airlines). She most recently tackled the role of VP, Innovation and Marketing specializing in digital and broadcast media. She is also part of the Forbes Communication Panel.

Frequently Asked Questions About Mackenzie Investments

What is Mackenzie Investments?

Mackenzie Investments is an asset-management partner for thousands of Canadian financial advisors and the investors they support across the country.

What does Mackenzie Investments offer?

Mackenzie Investments offers an array of investing solutions and helps investors achieve financial success by providing innovative investment products including mutual funds, ETFs, alternative investments and more.

How many teams does Mackenzie Investments work with?

Mackenzie Investments works with 14 investment teams with 65 investment professionals.

Does Mackenzie Investments provide 1-on-1 consulting?

Yes, Mackenzie Investments provides 1-on-1 consulting on key matters including portfolio construction strategies, investment philosophies, tax and estate matter and private wealth counsel.

What is on Mackenzie Investments blog?

Mackenzie Investment's blog is called Mackenzie Institute and it offers information on portfolio and investment strategies, showcases expert insights, provides multiple profiling kits for planning for succession and more!

How do Mackenzie Investments teams work?

Mackenzie Investments is headquartered in Toronto but has teams globally. Their investment management organization delivers its investment offerings through a multi-boutique structure, with independent in-house investment teams that each have a distinct focus on investment work.

Who would benefit from using Mackenzie Investments services and solutions?

Those that have money to invest, but don’t know where to would benefit from using Mackenzie Investments for help and guidance.

Does Mackenzie Investments invest sustainably?

Yes, Mackenzie Investments provides investors with opportunities to invest with impact. They offer sustainable, responsible and impact investing options. They offer philanthropic investing where social and environmental needs outweigh return considerations.

Mackenzie Investments Reviews

Avg. Rating: 5.0 (2 reviews)

WRITE A REVIEW

Mackenzie RRSP

I've had my RRSP at Mackenzie for many years and am happy with both the performance and the service that I always receive from the team. Thanks Mackenzie!

Derek

Mutual Funds

Mackenzie has a diverse set of mutual funds for all types of investors. If you are new to investing in mutual funds, I recommend checking out their team of fund managers and the funds they manage.

Stephanie